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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 | $7,816 | $101,499-92.3% | $147,005-94.7% | $74,546-89.5% |
| Participation rate | 67.8% | 75.5%-7.7pp | 82.2%-14.4pp | 67.2%+0.6pp |
| Annual return | 18.57% | 8732.34%-8713.8pp | 418.76%-400.2pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $1,279 | $3,811-66.4% | $4,934-74.1% | $2,624-51.3% |
| Participant deferral / active EE | $3,817 | $7,304-47.7% | $8,070-52.7% | $4,347-12.2% |
| Admin fee / account holder | $1,375 | $1,748-21.4% | $13,006-89.4% | $1,944-29.3% |