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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 | $19,331 | $176,688-89.1% | $130,660-85.2% | $152,885-87.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 20.92% | 2693.08%-2672.2pp | 1709.29%-1688.4pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,770 | $5,743-69.2% | $4,092-56.8% | $4,763-62.8% |
| Participant deferral / active EE | $2,544 | $4,362-41.7% | $3,603-29.4% | $5,851-56.5% |
| Admin fee / account holder | $11,867 | $7,131+66.4% | $5,463+117.2% | $11,598+2.3% |