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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 | $5,262 | $169,356-96.9% | $129,406-95.9% | $145,897-96.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 11.74% | 14418.62%-14406.9pp | 9468.18%-9456.4pp | 552.29%-540.6pp |
| Employer contribution / active EE | $997 | $5,542-82.0% | $4,155-76.0% | $4,663-78.6% |
| Participant deferral / active EE | $1,670 | $4,987-66.5% | $4,167-59.9% | $6,689-75.0% |
| Admin fee / account holder | $13,196 | $9,915+33.1% | $7,689+71.6% | $13,390-1.5% |