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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 | $22,757 | $202,342-88.8% | $172,753-86.8% | $152,909-85.1% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 13.69% | 1029.88%-1016.2pp | 803.00%-789.3pp | 345.46%-331.8pp |
| Employer contribution / active EE | $1,458 | $5,857-75.1% | $5,144-71.6% | $4,764-69.4% |
| Participant deferral / active EE | $3,913 | $5,948-34.2% | $5,198-24.7% | $5,851-33.1% |
| Admin fee / account holder | $50,403 | $17,112+194.6% | $13,956+261.2% | $11,601+334.5% |