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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 | $9,349 | $150,447-93.8% | $136,298-93.1% | $147,586-93.7% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 26.95% | 1049.15%-1022.2pp | 5156.27%-5129.3pp | 578.59%-551.6pp |
| Employer contribution / active EE | $1,495 | $5,256-71.6% | $4,696-68.2% | $4,876-69.3% |
| Participant deferral / active EE | $2,483 | $6,631-62.6% | $6,247-60.3% | $5,439-54.3% |
| Admin fee / account holder | $1,766 | $10,906-83.8% | $9,244-80.9% | $10,886-83.8% |