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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 | $7,973 | $56,197-85.8% | $67,652-88.2% | $59,633-86.6% |
| Participation rate | 55.3% | 71.5%-16.2pp | 75.7%-20.3pp | 68.7%-13.4pp |
| Annual return | 37.02% | 18508.10%-18471.1pp | 6625.40%-6588.4pp | 2041.45%-2004.4pp |
| Employer contribution / active EE | $631 | $1,615-60.9% | $2,266-72.1% | $2,203-71.3% |
| Participant deferral / active EE | $1,315 | $2,844-53.7% | $3,560-63.1% | $3,192-58.8% |
| Admin fee / account holder | $493 | $3,958-87.5% | $4,821-89.8% | $4,297-88.5% |