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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 | $12,490 | $150,447-91.7% | $136,298-90.8% | $147,586-91.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 27.59% | 1049.15%-1021.6pp | 5156.27%-5128.7pp | 578.59%-551.0pp |
| Employer contribution / active EE | $1,585 | $5,256-69.9% | $4,696-66.3% | $4,876-67.5% |
| Participant deferral / active EE | $2,448 | $6,631-63.1% | $6,247-60.8% | $5,439-55.0% |
| Admin fee / account holder | $1,735 | $10,906-84.1% | $9,244-81.2% | $10,886-84.1% |