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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 | $14,754 | $150,447-90.2% | $136,298-89.2% | $147,586-90.0% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 21.10% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,767 | $5,256-66.4% | $4,696-62.4% | $4,876-63.8% |
| Participant deferral / active EE | $2,785 | $6,631-58.0% | $6,247-55.4% | $5,439-48.8% |
| Admin fee / account holder | $574 | $10,906-94.7% | $9,244-93.8% | $10,886-94.7% |