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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 | $9,855 | $99,031-90.0% | $86,597-88.6% | $147,585-93.3% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 12.65% | 1312.56%-1299.9pp | 964.96%-952.3pp | 578.57%-565.9pp |
| Employer contribution / active EE | $172 | $3,132-94.5% | $2,840-93.9% | $4,876-96.5% |
| Participant deferral / active EE | $1,707 | $3,972-57.0% | $3,609-52.7% | $5,439-68.6% |
| Admin fee / account holder | $3,726 | $5,711-34.7% | $4,906-24.0% | $10,885-65.8% |