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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 | $11,638 | $202,345-94.2% | $172,755-93.3% | $152,885-92.4% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 14.72% | 1029.77%-1015.1pp | 802.94%-788.2pp | 345.39%-330.7pp |
| Employer contribution / active EE | $1,342 | $5,858-77.1% | $5,144-73.9% | $4,763-71.8% |
| Participant deferral / active EE | $3,457 | $5,948-41.9% | $5,198-33.5% | $5,851-40.9% |
| Admin fee / account holder | $1,204 | $17,111-93.0% | $13,955-91.4% | $11,598-89.6% |