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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 | $9,217 | $160,028-94.2% | $147,080-93.7% | $145,884-93.7% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 14.68% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,258 | $5,286-57.3% | $4,933-54.2% | $4,662-51.6% |
| Participant deferral / active EE | $2,612 | $8,422-69.0% | $8,066-67.6% | $6,690-61.0% |
| Admin fee / account holder | $129,804 | $15,030+763.6% | $12,989+899.3% | $13,392+869.3% |