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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 | $9,080 | $90,606-90.0% | $79,466-88.6% | $135,379-93.3% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | 31.98% | 977.69%-945.7pp | 718.28%-686.3pp | 519.79%-487.8pp |
| Employer contribution / active EE | $991 | $3,068-67.7% | $2,800-64.6% | $4,779-79.3% |
| Participant deferral / active EE | $991 | $4,050-75.5% | $3,704-73.2% | $5,609-82.3% |
| Admin fee / account holder | $4,564 | $5,895-22.6% | $5,104-10.6% | $10,828-57.9% |