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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 | $10,315 | $102,663-90.0% | $86,216-88.0% | $139,466-92.6% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 32.34% | 1924.52%-1892.2pp | 1169.42%-1137.1pp | 373.66%-341.3pp |
| Employer contribution / active EE | $2,354 | $3,035-22.4% | $2,382-1.1% | $4,754-50.5% |
| Participant deferral / active EE | $2,528 | $4,677-46.0% | $3,986-36.6% | $6,712-62.3% |
| Admin fee / account holder | $712 | $8,663-91.8% | $6,853-89.6% | $11,409-93.8% |