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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 | $7,065 | $104,544-93.2% | $76,657-90.8% | $152,897-95.4% |
| Participation rate | 53.8% | 76.6%-22.8pp | 72.1%-18.3pp | 82.5%-28.6pp |
| Annual return | 21.52% | 1014.36%-992.8pp | 1166.74%-1145.2pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,006 | $3,118-67.7% | $2,303-56.3% | $4,764-78.9% |
| Participant deferral / active EE | $1,202 | $4,236-71.6% | $3,335-64.0% | $5,851-79.5% |
| Admin fee / account holder | $1,671 | $12,286-86.4% | $6,423-74.0% | $11,599-85.6% |