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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 | $10,104 | $99,031-89.8% | $86,597-88.3% | $147,585-93.2% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 19.96% | 1312.56%-1292.6pp | 964.96%-945.0pp | 578.57%-558.6pp |
| Employer contribution / active EE | $998 | $3,132-68.1% | $2,840-64.8% | $4,876-79.5% |
| Participant deferral / active EE | $3,135 | $3,972-21.1% | $3,609-13.1% | $5,439-42.3% |
| Admin fee / account holder | $498 | $5,711-91.3% | $4,906-89.8% | $10,885-95.4% |