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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 | $25,205 | $202,342-87.5% | $172,753-85.4% | $152,909-83.5% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 28.40% | 1029.88%-1001.5pp | 803.00%-774.6pp | 345.46%-317.1pp |
| Employer contribution / active EE | $2,347 | $5,857-59.9% | $5,144-54.4% | $4,764-50.7% |
| Participant deferral / active EE | $3,814 | $5,948-35.9% | $5,198-26.6% | $5,851-34.8% |
| Admin fee / account holder | $3,309 | $17,112-80.7% | $13,956-76.3% | $11,601-71.5% |