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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 | $17,930 | $150,447-88.1% | $136,298-86.8% | $147,586-87.9% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 28.62% | 1049.15%-1020.5pp | 5156.27%-5127.7pp | 578.59%-550.0pp |
| Employer contribution / active EE | $1,355 | $5,256-74.2% | $4,696-71.1% | $4,876-72.2% |
| Participant deferral / active EE | $4,073 | $6,631-38.6% | $6,247-34.8% | $5,439-25.1% |
| Admin fee / account holder | $5,009 | $10,906-54.1% | $9,244-45.8% | $10,886-54.0% |