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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 | $21,670 | $234,190-90.7% | $180,320-88.0% | $198,609-89.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 16.67% | 1057.44%-1040.8pp | 778.54%-761.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,797 | $5,258-65.8% | $4,108-56.3% | $5,055-64.5% |
| Participant deferral / active EE | $5,015 | $4,988+0.5% | $4,304+16.5% | $6,977-28.1% |
| Admin fee / account holder | $806 | $12,558-93.6% | $10,000-91.9% | $19,030-95.8% |