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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 | $24,213 | $234,190-89.7% | $180,320-86.6% | $198,609-87.8% |
| Participation rate | 57.1% | 77.1%-20.0pp | 71.5%-14.4pp | 82.4%-25.2pp |
| Annual return | 12.52% | 1057.44%-1044.9pp | 778.54%-766.0pp | 202.70%-190.2pp |
| Employer contribution / active EE | $1,309 | $5,258-75.1% | $4,108-68.1% | $5,055-74.1% |
| Participant deferral / active EE | $1,319 | $4,988-73.6% | $4,304-69.4% | $6,977-81.1% |
| Admin fee / account holder | $2,074 | $12,558-83.5% | $10,000-79.3% | $19,030-89.1% |