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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 | $17,164 | $150,447-88.6% | $136,298-87.4% | $147,586-88.4% |
| Participation rate | 37.5% | 84.4%-46.9pp | 81.9%-44.4pp | 82.8%-45.3pp |
| Annual return | 14.38% | 1049.15%-1034.8pp | 5156.27%-5141.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $1,355 | $5,256-74.2% | $4,696-71.2% | $4,876-72.2% |
| Participant deferral / active EE | $2,285 | $6,631-65.5% | $6,247-63.4% | $5,439-58.0% |
| Admin fee / account holder | $8,215 | $10,906-24.7% | $9,244-11.1% | $10,886-24.5% |