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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 | $15,134 | $150,447-89.9% | $136,298-88.9% | $147,586-89.7% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 27.25% | 1049.15%-1021.9pp | 5156.27%-5129.0pp | 578.59%-551.3pp |
| Employer contribution / active EE | $989 | $5,256-81.2% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $3,742 | $6,631-43.6% | $6,247-40.1% | $5,439-31.2% |
| Admin fee / account holder | $469 | $10,906-95.7% | $9,244-94.9% | $10,886-95.7% |