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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 | $12,974 | $202,342-93.6% | $172,752-92.5% | $152,897-91.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 13.12% | 1029.83%-1016.7pp | 802.97%-789.9pp | 345.43%-332.3pp |
| Employer contribution / active EE | $1,550 | $5,858-73.5% | $5,144-69.9% | $4,764-67.5% |
| Participant deferral / active EE | $2,494 | $5,948-58.1% | $5,198-52.0% | $5,851-57.4% |
| Admin fee / account holder | $113,974 | $17,111+566.1% | $13,955+716.7% | $11,599+882.6% |