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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 | $23,508 | $150,447-84.4% | $136,298-82.8% | $147,586-84.1% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 15.01% | 1049.15%-1034.1pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,570 | $5,256-51.1% | $4,696-45.3% | $4,876-47.3% |
| Participant deferral / active EE | $4,158 | $6,631-37.3% | $6,247-33.4% | $5,439-23.6% |
| Admin fee / account holder | $14,189 | $10,906+30.1% | $9,244+53.5% | $10,886+30.3% |