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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 | $10,508 | $99,011-89.4% | $86,582-87.9% | $147,586-92.9% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 24.55% | 1312.75%-1288.2pp | 965.08%-940.5pp | 578.59%-554.0pp |
| Employer contribution / active EE | $687 | $3,132-78.1% | $2,839-75.8% | $4,876-85.9% |
| Participant deferral / active EE | $1,003 | $3,972-74.7% | $3,609-72.2% | $5,439-81.6% |
| Admin fee / account holder | $2,288 | $5,709-59.9% | $4,904-53.4% | $10,886-79.0% |