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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 | $21,135 | $150,446-86.0% | $136,297-84.5% | $147,585-85.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.85% | 1049.14%-1036.3pp | 5156.19%-5143.3pp | 578.58%-565.7pp |
| Employer contribution / active EE | $1,753 | $5,256-66.7% | $4,696-62.7% | $4,876-64.1% |
| Participant deferral / active EE | $4,067 | $6,631-38.7% | $6,247-34.9% | $5,439-25.2% |
| Admin fee / account holder | $85,616 | $10,906+685.0% | $9,244+826.2% | $10,886+686.5% |