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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 | $22,657 | $150,447-84.9% | $136,298-83.4% | $147,586-84.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.87% | 1049.15%-1027.3pp | 5156.27%-5134.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $1,751 | $5,256-66.7% | $4,696-62.7% | $4,876-64.1% |
| Participant deferral / active EE | $3,995 | $6,631-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $1,349 | $10,906-87.6% | $9,244-85.4% | $10,886-87.6% |