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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 | $10,597 | $99,031-89.3% | $86,597-87.8% | $147,585-92.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 1098.31% | 1312.56%-214.2pp | 964.96%+133.4pp | 578.57%+519.7pp |
| Employer contribution / active EE | $1,456 | $3,132-53.5% | $2,840-48.7% | $4,876-70.1% |
| Participant deferral / active EE | $2,507 | $3,972-36.9% | $3,609-30.5% | $5,439-53.9% |
| Admin fee / account holder | $662 | $5,711-88.4% | $4,906-86.5% | $10,885-93.9% |