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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 | $6,009 | $99,011-93.9% | $86,582-93.1% | $147,586-95.9% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 30.42% | 1312.75%-1282.3pp | 965.08%-934.7pp | 578.59%-548.2pp |
| Employer contribution / active EE | $1,342 | $3,132-57.2% | $2,839-52.7% | $4,876-72.5% |
| Participant deferral / active EE | $3,412 | $3,972-14.1% | $3,609-5.4% | $5,439-37.3% |
| Admin fee / account holder | $1,190 | $5,709-79.2% | $4,904-75.7% | $10,886-89.1% |