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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 | $7,678 | $100,895-92.4% | $90,430-91.5% | $158,950-95.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 25.34% | 1725.54%-1700.2pp | 1293.73%-1268.4pp | 302.91%-277.6pp |
| Employer contribution / active EE | $1,101 | $3,689-70.2% | $3,262-66.3% | $4,762-76.9% |
| Participant deferral / active EE | $2,014 | $4,347-53.7% | $3,963-49.2% | $5,983-66.3% |
| Admin fee / account holder | $714 | $6,505-89.0% | $5,613-87.3% | $11,248-93.7% |