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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 | $23,136 | $150,445-84.6% | $136,297-83.0% | $147,585-84.3% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 29.63% | 1049.14%-1019.5pp | 5156.16%-5126.5pp | 578.57%-548.9pp |
| Employer contribution / active EE | $2,491 | $5,256-52.6% | $4,696-47.0% | $4,876-48.9% |
| Participant deferral / active EE | $4,380 | $6,631-33.9% | $6,247-29.9% | $5,439-19.5% |
| Admin fee / account holder | $3,716 | $10,906-65.9% | $9,244-59.8% | $10,885-65.9% |