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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 | $7,243 | $180,749-96.0% | $160,784-95.5% | $137,256-94.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 14.09% | 2234.46%-2220.4pp | 1803.92%-1789.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,229 | $4,155-70.4% | $3,733-67.1% | $4,156-70.4% |
| Participant deferral / active EE | $1,387 | $6,844-79.7% | $6,293-78.0% | $6,407-78.4% |
| Admin fee / account holder | $3,613 | $10,397-65.3% | $9,717-62.8% | $12,270-70.6% |