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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 | $8,250 | $60,139-86.3% | $90,461-90.9% | $79,856-89.7% |
| Participation rate | 35.4% | 65.0%-29.6pp | 72.7%-37.3pp | 69.6%-34.3pp |
| Annual return | 24.96% | 71.96%-47.0pp | 1294.76%-1269.8pp | 31.71%-6.8pp |
| Employer contribution / active EE | $565 | $2,069-72.7% | $3,264-82.7% | $2,471-77.1% |
| Participant deferral / active EE | $843 | $2,939-71.3% | $3,964-78.7% | $3,741-77.5% |
| Admin fee / account holder | $701 | $3,978-82.4% | $5,617-87.5% | $5,306-86.8% |