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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 | $4,246 | $169,336-97.5% | $129,384-96.7% | $145,884-97.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 13.21% | 14408.70%-14395.5pp | 9461.77%-9448.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $728 | $5,540-86.9% | $4,153-82.5% | $4,662-84.4% |
| Participant deferral / active EE | $1,358 | $4,985-72.8% | $4,166-67.4% | $6,690-79.7% |
| Admin fee / account holder | $1,320 | $9,912-86.7% | $7,686-82.8% | $13,392-90.1% |