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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 | $8,318 | $99,031-91.6% | $86,597-90.4% | $147,585-94.4% |
| Participation rate | 55.6% | 76.3%-20.8pp | 73.5%-18.0pp | 82.8%-27.3pp |
| Annual return | 13.38% | 1312.56%-1299.2pp | 964.96%-951.6pp | 578.57%-565.2pp |
| Employer contribution / active EE | $1,221 | $3,132-61.0% | $2,840-57.0% | $4,876-75.0% |
| Participant deferral / active EE | $719 | $3,972-81.9% | $3,609-80.1% | $5,439-86.8% |
| Admin fee / account holder | $962 | $5,711-83.2% | $4,906-80.4% | $10,885-91.2% |