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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 | $18,436 | $150,447-87.7% | $136,298-86.5% | $147,586-87.5% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 15.75% | 1049.15%-1033.4pp | 5156.27%-5140.5pp | 578.59%-562.8pp |
| Employer contribution / active EE | $2,736 | $5,256-48.0% | $4,696-41.7% | $4,876-43.9% |
| Participant deferral / active EE | $7,301 | $6,631+10.1% | $6,247+16.9% | $5,439+34.2% |
| Admin fee / account holder | $13,588 | $10,906+24.6% | $9,244+47.0% | $10,886+24.8% |