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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 | $10,791 | $99,011-89.1% | $86,582-87.5% | $147,586-92.7% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 14.44% | 1312.75%-1298.3pp | 965.08%-950.6pp | 578.59%-564.2pp |
| Employer contribution / active EE | $395 | $3,132-87.4% | $2,839-86.1% | $4,876-91.9% |
| Participant deferral / active EE | $789 | $3,972-80.1% | $3,609-78.1% | $5,439-85.5% |
| Admin fee / account holder | $1,605 | $5,709-71.9% | $4,904-67.3% | $10,886-85.3% |