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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 | $10,468 | $99,031-89.4% | $86,597-87.9% | $147,585-92.9% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 15.82% | 1312.56%-1296.7pp | 964.96%-949.1pp | 578.57%-562.7pp |
| Employer contribution / active EE | $903 | $3,132-71.2% | $2,840-68.2% | $4,876-81.5% |
| Participant deferral / active EE | $958 | $3,972-75.9% | $3,609-73.4% | $5,439-82.4% |
| Admin fee / account holder | $3,431 | $5,711-39.9% | $4,906-30.1% | $10,885-68.5% |