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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 | $7,684 | $110,830-93.1% | $86,625-91.1% | $167,553-95.4% |
| Participation rate | 34.8% | 75.8%-41.0pp | 71.6%-36.9pp | 82.1%-47.3pp |
| Annual return | 13.47% | 116.99%-103.5pp | 63.52%-50.0pp | 478.89%-465.4pp |
| Employer contribution / active EE | $772 | $3,245-76.2% | $2,496-69.1% | $4,840-84.0% |
| Participant deferral / active EE | $1,150 | $4,548-74.7% | $3,700-68.9% | $6,343-81.9% |
| Admin fee / account holder | $504 | $8,420-94.0% | $5,830-91.4% | $12,316-95.9% |