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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 | $159,978-94.2% | $147,041-93.7% | $145,978-93.7% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 14.68% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $2,258 | $5,288-57.3% | $4,935-54.2% | $4,662-51.6% |
| Participant deferral / active EE | $2,612 | $8,429-69.0% | $8,071-67.6% | $6,690-61.0% |
| Admin fee / account holder | $129,804 | $15,053+762.3% | $13,006+898.0% | $13,400+868.7% |