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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 | $15,723 | $150,447-89.5% | $136,298-88.5% | $147,586-89.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.01% | 1049.15%-1029.1pp | 5156.27%-5136.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,573 | $5,256-70.1% | $4,696-66.5% | $4,876-67.7% |
| Participant deferral / active EE | $2,440 | $6,631-63.2% | $6,247-60.9% | $5,439-55.1% |
| Admin fee / account holder | $1,938 | $10,906-82.2% | $9,244-79.0% | $10,886-82.2% |