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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 | $9,008 | $100,911-91.1% | $90,440-90.0% | $158,966-94.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 29.80% | 1726.62%-1696.8pp | 1294.38%-1264.6pp | 302.95%-273.2pp |
| Employer contribution / active EE | $518 | $3,690-86.0% | $3,263-84.1% | $4,762-89.1% |
| Participant deferral / active EE | $2,934 | $4,348-32.5% | $3,964-26.0% | $5,983-51.0% |
| Admin fee / account holder | $1,891 | $6,507-70.9% | $5,615-66.3% | $11,250-83.2% |