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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 | $8,101 | $124,175-93.5% | $108,405-92.5% | $167,536-95.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 19.65% | 1380.13%-1360.5pp | 905.55%-885.9pp | 478.82%-459.2pp |
| Employer contribution / active EE | $1,871 | $4,188-55.3% | $3,559-47.4% | $4,839-61.3% |
| Participant deferral / active EE | $3,309 | $6,908-52.1% | $6,563-49.6% | $6,342-47.8% |
| Admin fee / account holder | $670 | $9,457-92.9% | $7,297-90.8% | $12,315-94.6% |