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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 | $5,006 | $156,398-96.8% | $147,318-96.6% | $138,895-96.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.99% | 78.75%-65.8pp | 70.43%-57.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $3,506 | $4,853-27.8% | $4,593-23.7% | $4,194-16.4% |
| Participant deferral / active EE | $20,667 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $770,239 | $14,976+5043.3% | $13,708+5519.1% | $12,562+6031.4% |