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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 | $26,705 | $202,342-86.8% | $172,753-84.5% | $152,909-82.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.03% | 1029.88%-1004.8pp | 803.00%-778.0pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,859 | $5,857-68.3% | $5,144-63.9% | $4,764-61.0% |
| Participant deferral / active EE | $4,130 | $5,948-30.6% | $5,198-20.5% | $5,851-29.4% |
| Admin fee / account holder | $2,547 | $17,112-85.1% | $13,956-81.7% | $11,601-78.0% |