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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 | $10,949 | $99,652-89.0% | $78,778-86.1% | $147,586-92.6% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 20.39% | 47.28%-26.9pp | 35.62%-15.2pp | 578.59%-558.2pp |
| Employer contribution / active EE | $2,029 | $2,796-27.4% | $1,986+2.2% | $4,876-58.4% |
| Participant deferral / active EE | $2,129 | $3,664-41.9% | $2,958-28.0% | $5,439-60.9% |
| Admin fee / account holder | $838 | $7,155-88.3% | $5,134-83.7% | $10,886-92.3% |