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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 | $11,726 | $150,446-92.2% | $136,297-91.4% | $147,585-92.1% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 27.66% | 1049.14%-1021.5pp | 5156.19%-5128.5pp | 578.58%-550.9pp |
| Employer contribution / active EE | $1,715 | $5,256-67.4% | $4,696-63.5% | $4,876-64.8% |
| Participant deferral / active EE | $3,044 | $6,631-54.1% | $6,247-51.3% | $5,439-44.0% |
| Admin fee / account holder | $742 | $10,906-93.2% | $9,244-92.0% | $10,886-93.2% |