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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 | $12,895 | $96,123-86.6% | $77,361-83.3% | $198,609-93.5% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 12.98% | 2054.81%-2041.8pp | 1011.54%-998.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,460 | $3,791-61.5% | $2,990-51.2% | $5,055-71.1% |
| Participant deferral / active EE | $3,034 | $4,975-39.0% | $3,911-22.4% | $6,977-56.5% |
| Admin fee / account holder | $3,801 | $9,471-59.9% | $5,894-35.5% | $19,030-80.0% |