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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 | $17,928 | $150,447-88.1% | $136,298-86.8% | $147,586-87.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.59% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,247 | $5,256-57.3% | $4,696-52.1% | $4,876-53.9% |
| Participant deferral / active EE | $3,616 | $6,631-45.5% | $6,247-42.1% | $5,439-33.5% |
| Admin fee / account holder | $5,541 | $10,906-49.2% | $9,244-40.1% | $10,886-49.1% |