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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 | $12,098 | $150,445-92.0% | $136,297-91.1% | $147,585-91.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 23.80% | 1049.14%-1025.3pp | 5156.16%-5132.4pp | 578.57%-554.8pp |
| Employer contribution / active EE | $1,303 | $5,256-75.2% | $4,696-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $6,781 | $6,631+2.3% | $6,247+8.5% | $5,439+24.7% |
| Admin fee / account holder | $1,150 | $10,906-89.5% | $9,244-87.6% | $10,885-89.4% |