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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 | $18,769 | $202,342-90.7% | $172,752-89.1% | $152,897-87.7% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 16.05% | 1029.83%-1013.8pp | 802.97%-786.9pp | 345.43%-329.4pp |
| Employer contribution / active EE | $1,616 | $5,858-72.4% | $5,144-68.6% | $4,764-66.1% |
| Participant deferral / active EE | $2,944 | $5,948-50.5% | $5,198-43.4% | $5,851-49.7% |
| Admin fee / account holder | $477 | $17,111-97.2% | $13,955-96.6% | $11,599-95.9% |