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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 | $17,806 | $150,446-88.2% | $136,297-86.9% | $147,585-87.9% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 13.57% | 1049.14%-1035.6pp | 5156.19%-5142.6pp | 578.58%-565.0pp |
| Employer contribution / active EE | $1,867 | $5,256-64.5% | $4,696-60.2% | $4,876-61.7% |
| Participant deferral / active EE | $3,610 | $6,631-45.6% | $6,247-42.2% | $5,439-33.6% |
| Admin fee / account holder | $915 | $10,906-91.6% | $9,244-90.1% | $10,886-91.6% |