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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 | $169,237-96.9% | $129,339-95.9% | $145,978-96.4% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 11.74% | 14364.43%-14352.7pp | 9437.05%-9425.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $997 | $5,540-82.0% | $4,154-76.0% | $4,662-78.6% |
| Participant deferral / active EE | $1,670 | $4,991-66.5% | $4,170-60.0% | $6,690-75.0% |
| Admin fee / account holder | $13,196 | $9,882+33.5% | $7,668+72.1% | $13,400-1.5% |