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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 | $6,622 | $202,342-96.7% | $172,752-96.2% | $152,897-95.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 19.43% | 1029.83%-1010.4pp | 802.97%-783.5pp | 345.43%-326.0pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,494 | $5,948-58.1% | $5,198-52.0% | $5,851-57.4% |
| Admin fee / account holder | $13,078 | $17,111-23.6% | $13,955-6.3% | $11,599+12.7% |