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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 | $17,110 | $234,190-92.7% | $180,320-90.5% | $198,609-91.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.5%-4.9pp | 82.4%-15.7pp |
| Annual return | 19.26% | 1057.44%-1038.2pp | 778.54%-759.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,991 | $5,258-62.1% | $4,108-51.5% | $5,055-60.6% |
| Participant deferral / active EE | $2,700 | $4,988-45.9% | $4,304-37.3% | $6,977-61.3% |
| Admin fee / account holder | $1,915 | $12,558-84.7% | $10,000-80.8% | $19,030-89.9% |