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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 | $22,684 | $202,342-88.8% | $172,753-86.9% | $152,909-85.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.97% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,502 | $5,857-74.4% | $5,144-70.8% | $4,764-68.5% |
| Participant deferral / active EE | $3,592 | $5,948-39.6% | $5,198-30.9% | $5,851-38.6% |
| Admin fee / account holder | $1,051 | $17,112-93.9% | $13,956-92.5% | $11,601-90.9% |