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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 | $17,721 | $150,447-88.2% | $136,298-87.0% | $147,586-88.0% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 16.67% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $2,746 | $5,256-47.8% | $4,696-41.5% | $4,876-43.7% |
| Participant deferral / active EE | $4,119 | $6,631-37.9% | $6,247-34.1% | $5,439-24.3% |
| Admin fee / account holder | $7,505 | $10,906-31.2% | $9,244-18.8% | $10,886-31.1% |