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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 | $7,423 | $99,011-92.5% | $86,582-91.4% | $147,586-95.0% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 14.36% | 1312.75%-1298.4pp | 965.08%-950.7pp | 578.59%-564.2pp |
| Employer contribution / active EE | $580 | $3,132-81.5% | $2,839-79.6% | $4,876-88.1% |
| Participant deferral / active EE | $917 | $3,972-76.9% | $3,609-74.6% | $5,439-83.1% |
| Admin fee / account holder | $2,132 | $5,709-62.7% | $4,904-56.5% | $10,886-80.4% |