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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 | $14,767 | $150,447-90.2% | $136,298-89.2% | $147,586-90.0% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 16.25% | 1049.15%-1032.9pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,010 | $5,256-61.8% | $4,696-57.2% | $4,876-58.8% |
| Participant deferral / active EE | $9,409 | $6,631+41.9% | $6,247+50.6% | $5,439+73.0% |
| Admin fee / account holder | $18,747 | $10,906+71.9% | $9,244+102.8% | $10,886+72.2% |