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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 | $6,965 | $100,911-93.1% | $90,440-92.3% | $158,966-95.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 37.75% | 1726.62%-1688.9pp | 1294.38%-1256.6pp | 302.95%-265.2pp |
| Employer contribution / active EE | $2,081 | $3,690-43.6% | $3,263-36.2% | $4,762-56.3% |
| Participant deferral / active EE | $2,768 | $4,348-36.3% | $3,964-30.2% | $5,983-53.7% |
| Admin fee / account holder | $864 | $6,507-86.7% | $5,615-84.6% | $11,250-92.3% |