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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 | $8,272 | $60,128-86.2% | $90,440-90.9% | $79,852-89.6% |
| Participation rate | 34.5% | 65.0%-30.4pp | 72.7%-38.1pp | 69.6%-35.1pp |
| Annual return | 5378.12% | 71.95%+5306.2pp | 1294.38%+4083.7pp | 31.72%+5346.4pp |
| Employer contribution / active EE | $701 | $2,068-66.1% | $3,263-78.5% | $2,471-71.6% |
| Participant deferral / active EE | $1,037 | $2,939-64.7% | $3,964-73.8% | $3,740-72.3% |
| Admin fee / account holder | $2,177 | $3,977-45.3% | $5,615-61.2% | $5,306-59.0% |