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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 | $12,169 | $202,342-94.0% | $172,752-93.0% | $152,897-92.0% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.5%-37.0pp |
| Annual return | 28.69% | 1029.83%-1001.1pp | 802.97%-774.3pp | 345.43%-316.7pp |
| Employer contribution / active EE | $1,851 | $5,858-68.4% | $5,144-64.0% | $4,764-61.1% |
| Participant deferral / active EE | $3,650 | $5,948-38.6% | $5,198-29.8% | $5,851-37.6% |
| Admin fee / account holder | $784 | $17,111-95.4% | $13,955-94.4% | $11,599-93.2% |