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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 | $7,728 | $100,911-92.3% | $90,440-91.5% | $158,966-95.1% |
| Participation rate | 22.7% | 75.0%-52.3pp | 72.7%-50.0pp | 82.0%-59.2pp |
| Annual return | 21.73% | 1726.62%-1704.9pp | 1294.38%-1272.7pp | 302.95%-281.2pp |
| Employer contribution / active EE | $686 | $3,690-81.4% | $3,263-79.0% | $4,762-85.6% |
| Participant deferral / active EE | $920 | $4,348-78.8% | $3,964-76.8% | $5,983-84.6% |
| Admin fee / account holder | $1,729 | $6,507-73.4% | $5,615-69.2% | $11,250-84.6% |