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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 | $9,656 | $99,011-90.2% | $86,582-88.8% | $147,586-93.5% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 31.51% | 1312.75%-1281.2pp | 965.08%-933.6pp | 578.59%-547.1pp |
| Employer contribution / active EE | $649 | $3,132-79.3% | $2,839-77.1% | $4,876-86.7% |
| Participant deferral / active EE | $1,447 | $3,972-63.6% | $3,609-59.9% | $5,439-73.4% |
| Admin fee / account holder | $1,534 | $5,709-73.1% | $4,904-68.7% | $10,886-85.9% |