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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 | $6,863 | $180,749-96.2% | $160,784-95.7% | $137,256-95.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 23.76% | 2234.46%-2210.7pp | 1803.92%-1780.2pp | 220.34%-196.6pp |
| Employer contribution / active EE | $714 | $4,155-82.8% | $3,733-80.9% | $4,156-82.8% |
| Participant deferral / active EE | $1,190 | $6,844-82.6% | $6,293-81.1% | $6,407-81.4% |
| Admin fee / account holder | $1,011 | $10,397-90.3% | $9,717-89.6% | $12,270-91.8% |