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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 | $14,381 | $150,447-90.4% | $136,298-89.4% | $147,586-90.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 17.42% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.2pp |
| Employer contribution / active EE | $1,841 | $5,256-65.0% | $4,696-60.8% | $4,876-62.3% |
| Participant deferral / active EE | $2,286 | $6,631-65.5% | $6,247-63.4% | $5,439-58.0% |
| Admin fee / account holder | $1,556 | $10,906-85.7% | $9,244-83.2% | $10,886-85.7% |