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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 | $7,939 | $57,305-86.1% | $86,640-90.8% | $75,173-89.4% |
| Participation rate | 57.1% | 63.2%-6.1pp | 71.7%-14.6pp | 67.2%-10.1pp |
| Annual return | 20.04% | 2674.24%-2654.2pp | 592.52%-572.5pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,124 | $2,316-51.5% | $3,024-62.8% | $2,671-57.9% |
| Participant deferral / active EE | $1,387 | $3,320-58.2% | $4,438-68.8% | $4,126-66.4% |
| Admin fee / account holder | $2,552 | $4,116-38.0% | $5,616-54.6% | $5,651-54.8% |