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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 | $6,816 | $109,872-93.8% | $98,483-93.1% | $167,536-95.9% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 19.70% | 1959.31%-1939.6pp | 1494.38%-1474.7pp | 478.82%-459.1pp |
| Employer contribution / active EE | $1,125 | $3,225-65.1% | $2,961-62.0% | $4,839-76.8% |
| Participant deferral / active EE | $2,098 | $4,673-55.1% | $4,276-50.9% | $6,342-66.9% |
| Admin fee / account holder | $871 | $6,757-87.1% | $5,953-85.4% | $12,315-92.9% |