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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 | $14,671 | $176,688-91.7% | $130,660-88.8% | $152,909-90.4% |
| Participation rate | 12.5% | 79.0%-66.5pp | 71.7%-59.2pp | 82.5%-70.0pp |
| Annual return | 14.10% | 2693.08%-2679.0pp | 1709.29%-1695.2pp | 345.46%-331.4pp |
| Employer contribution / active EE | $119 | $5,743-97.9% | $4,092-97.1% | $4,764-97.5% |
| Participant deferral / active EE | $900 | $4,362-79.4% | $3,603-75.0% | $5,851-84.6% |
| Admin fee / account holder | $413 | $7,131-94.2% | $5,463-92.4% | $11,601-96.4% |