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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 | $8,993 | $185,225-95.1% | $142,898-93.7% | $167,536-94.6% |
| Participation rate | 52.6% | 78.5%-25.8pp | 72.0%-19.3pp | 82.1%-29.5pp |
| Annual return | 25.21% | 8558.12%-8532.9pp | 5639.64%-5614.4pp | 478.82%-453.6pp |
| Employer contribution / active EE | $818 | $5,607-85.4% | $4,146-80.3% | $4,839-83.1% |
| Participant deferral / active EE | $945 | $4,496-79.0% | $3,838-75.4% | $6,342-85.1% |
| Admin fee / account holder | $310 | $8,032-96.1% | $6,560-95.3% | $12,315-97.5% |