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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 | $21,274 | $150,447-85.9% | $136,298-84.4% | $147,586-85.6% |
| Participation rate | 52.4% | 84.4%-32.0pp | 81.9%-29.5pp | 82.8%-30.4pp |
| Annual return | 21.43% | 1049.15%-1027.7pp | 5156.27%-5134.8pp | 578.59%-557.2pp |
| Employer contribution / active EE | $2,428 | $5,256-53.8% | $4,696-48.3% | $4,876-50.2% |
| Participant deferral / active EE | $2,595 | $6,631-60.9% | $6,247-58.5% | $5,439-52.3% |
| Admin fee / account holder | $5,303 | $10,906-51.4% | $9,244-42.6% | $10,886-51.3% |