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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 | $7,739 | $169,361-95.4% | $129,397-94.0% | $145,877-94.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.21% | 14395.54%-14386.3pp | 9453.98%-9444.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $238 | $5,542-95.7% | $4,154-94.3% | $4,663-94.9% |
| Participant deferral / active EE | $575 | $4,987-88.5% | $4,167-86.2% | $6,691-91.4% |
| Admin fee / account holder | $1,569 | $9,903-84.2% | $7,679-79.6% | $13,402-88.3% |