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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 | $16,680 | $171,867-90.3% | $149,721-88.9% | $147,586-88.7% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 24.95% | 2113.36%-2088.4pp | 1501.67%-1476.7pp | 578.59%-553.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,142 | $7,270-1.8% | $6,568+8.7% | $5,439+31.3% |
| Admin fee / account holder | $396 | $13,799-97.1% | $11,282-96.5% | $10,886-96.4% |