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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 | $23,523 | $150,447-84.4% | $136,298-82.7% | $147,586-84.1% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 25.18% | 1049.15%-1024.0pp | 5156.27%-5131.1pp | 578.59%-553.4pp |
| Employer contribution / active EE | $1,144 | $5,256-78.2% | $4,696-75.6% | $4,876-76.5% |
| Participant deferral / active EE | $2,428 | $6,631-63.4% | $6,247-61.1% | $5,439-55.4% |
| Admin fee / account holder | $784 | $10,906-92.8% | $9,244-91.5% | $10,886-92.8% |