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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 | $6,571 | $169,361-96.1% | $129,397-94.9% | $145,877-95.5% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 13.22% | 14395.54%-14382.3pp | 9453.98%-9440.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $374 | $5,542-93.3% | $4,154-91.0% | $4,663-92.0% |
| Participant deferral / active EE | $836 | $4,987-83.2% | $4,167-79.9% | $6,691-87.5% |
| Admin fee / account holder | $2,683 | $9,903-72.9% | $7,679-65.1% | $13,402-80.0% |