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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 | $20,930 | $234,190-91.1% | $180,320-88.4% | $198,609-89.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 11.19% | 1057.44%-1046.3pp | 778.54%-767.3pp | 202.70%-191.5pp |
| Employer contribution / active EE | $614 | $5,258-88.3% | $4,108-85.1% | $5,055-87.9% |
| Participant deferral / active EE | $982 | $4,988-80.3% | $4,304-77.2% | $6,977-85.9% |
| Admin fee / account holder | $647 | $12,558-94.9% | $10,000-93.5% | $19,030-96.6% |