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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 | $8,441 | $180,749-95.3% | $160,784-94.8% | $137,256-93.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 19.71% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,028 | $4,155-75.3% | $3,733-72.5% | $4,156-75.3% |
| Participant deferral / active EE | $1,506 | $6,844-78.0% | $6,293-76.1% | $6,407-76.5% |
| Admin fee / account holder | $9,486 | $10,397-8.8% | $9,717-2.4% | $12,270-22.7% |