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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 | $7,648 | $102,663-92.5% | $86,216-91.1% | $139,466-94.5% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 13.95% | 1924.52%-1910.6pp | 1169.42%-1155.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,276 | $3,035-57.9% | $2,382-46.4% | $4,754-73.2% |
| Participant deferral / active EE | $2,081 | $4,677-55.5% | $3,986-47.8% | $6,712-69.0% |
| Admin fee / account holder | $18,654 | $8,663+115.3% | $6,853+172.2% | $11,409+63.5% |