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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 | $12,361 | $138,075-91.0% | $123,552-90.0% | $135,379-90.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 22.44% | 153.70%-131.3pp | 119.20%-96.8pp | 519.79%-497.4pp |
| Employer contribution / active EE | $1,976 | $5,152-61.7% | $4,628-57.3% | $4,779-58.7% |
| Participant deferral / active EE | $6,616 | $6,800-2.7% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $1,648 | $10,917-84.9% | $9,285-82.2% | $10,828-84.8% |