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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 | $20,720 | $150,447-86.2% | $136,298-84.8% | $147,586-86.0% |
| Participation rate | 28.6% | 84.4%-55.9pp | 81.9%-53.3pp | 82.8%-54.3pp |
| Annual return | 20.08% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,007 | $5,256-80.8% | $4,696-78.6% | $4,876-79.4% |
| Participant deferral / active EE | $2,315 | $6,631-65.1% | $6,247-62.9% | $5,439-57.4% |
| Admin fee / account holder | $442 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |