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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 | $12,281 | $173,526-92.9% | $136,072-91.0% | $145,884-91.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 12.62% | 1167.12%-1154.5pp | 580.46%-567.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,064 | $5,285-42.0% | $4,216-27.3% | $4,662-34.3% |
| Participant deferral / active EE | $7,042 | $8,711-19.2% | $7,028+0.2% | $6,690+5.3% |
| Admin fee / account holder | $6,343 | $9,665-34.4% | $6,718-5.6% | $13,392-52.6% |