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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 | $16,700 | $202,342-91.7% | $172,752-90.3% | $152,897-89.1% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.24% | 1029.83%-1009.6pp | 802.97%-782.7pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,005 | $5,858-48.7% | $5,144-41.6% | $4,764-36.9% |
| Participant deferral / active EE | $8,301 | $5,948+39.6% | $5,198+59.7% | $5,851+41.9% |
| Admin fee / account holder | $495 | $17,111-97.1% | $13,955-96.5% | $11,599-95.7% |