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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 | $11,201 | $138,076-91.9% | $123,553-90.9% | $135,380-91.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 4.50% | 153.70%-149.2pp | 119.21%-114.7pp | 519.81%-515.3pp |
| Employer contribution / active EE | $3,489 | $5,152-32.3% | $4,628-24.6% | $4,779-27.0% |
| Participant deferral / active EE | $9,771 | $6,800+43.7% | $6,426+52.1% | $5,609+74.2% |
| Admin fee / account holder | $33,590 | $10,917+207.7% | $9,284+261.8% | $10,828+210.2% |