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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 | $6,697 | $171,867-96.1% | $149,721-95.5% | $147,586-95.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 42.81% | 2113.36%-2070.5pp | 1501.67%-1458.9pp | 578.59%-535.8pp |
| Employer contribution / active EE | $1,355 | $6,275-78.4% | $5,444-75.1% | $4,876-72.2% |
| Participant deferral / active EE | $4,992 | $7,270-31.3% | $6,568-24.0% | $5,439-8.2% |
| Admin fee / account holder | $1,351 | $13,799-90.2% | $11,282-88.0% | $10,886-87.6% |