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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,735 | $57,305-88.2% | $86,640-92.2% | $75,173-91.0% |
| Participation rate | 29.8% | 63.2%-33.4pp | 71.7%-41.9pp | 67.2%-37.4pp |
| Annual return | 28.00% | 2674.24%-2646.2pp | 592.52%-564.5pp | 160.72%-132.7pp |
| Employer contribution / active EE | $433 | $2,316-81.3% | $3,024-85.7% | $2,671-83.8% |
| Participant deferral / active EE | $891 | $3,320-73.2% | $4,438-79.9% | $4,126-78.4% |
| Admin fee / account holder | $466 | $4,116-88.7% | $5,616-91.7% | $5,651-91.8% |