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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 | $11,917 | $99,011-88.0% | $86,582-86.2% | $147,586-91.9% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 9.17% | 1312.75%-1303.6pp | 965.08%-955.9pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,738 | $3,132-44.5% | $2,839-38.8% | $4,876-64.4% |
| Participant deferral / active EE | $2,048 | $3,972-48.4% | $3,609-43.2% | $5,439-62.3% |
| Admin fee / account holder | $14,774 | $5,709+158.8% | $4,904+201.3% | $10,886+35.7% |