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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 | $9,448 | $114,093-91.7% | $96,171-90.2% | $167,536-94.4% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 16.34% | 190.00%-173.7pp | 192.04%-175.7pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,667 | $3,429-51.4% | $2,799-40.4% | $4,839-65.6% |
| Participant deferral / active EE | $1,667 | $5,197-67.9% | $4,350-61.7% | $6,342-73.7% |
| Admin fee / account holder | $1,164 | $6,899-83.1% | $5,538-79.0% | $12,315-90.6% |