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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 | $14,636 | $176,688-91.7% | $130,660-88.8% | $152,909-90.4% |
| Participation rate | 64.3% | 79.0%-14.7pp | 71.7%-7.5pp | 82.5%-18.2pp |
| Annual return | 30.59% | 2693.08%-2662.5pp | 1709.29%-1678.7pp | 345.46%-314.9pp |
| Employer contribution / active EE | $1,638 | $5,743-71.5% | $4,092-60.0% | $4,764-65.6% |
| Participant deferral / active EE | $2,889 | $4,362-33.8% | $3,603-19.8% | $5,851-50.6% |
| Admin fee / account holder | $649 | $7,131-90.9% | $5,463-88.1% | $11,601-94.4% |