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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 | $11,769 | $210,698-94.4% | $178,014-93.4% | $145,959-91.9% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 10.86% | 386.27%-375.4pp | 294.80%-283.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,022 | $4,567-77.6% | $3,950-74.1% | $4,661-78.1% |
| Participant deferral / active EE | $3,318 | $6,958-52.3% | $6,276-47.1% | $6,689-50.4% |
| Admin fee / account holder | $4,000 | $12,016-66.7% | $10,362-61.4% | $13,398-70.1% |