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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 | $24,938 | $101,539-75.4% | $147,041-83.0% | $74,400-66.5% |
| Participation rate | 63.6% | 75.5%-12.0pp | 82.2%-18.6pp | 67.2%-3.7pp |
| Annual return | 17.82% | 8740.84%-8723.0pp | 419.21%-401.4pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $1,646 | $3,811-56.8% | $4,935-66.6% | $2,624-37.3% |
| Participant deferral / active EE | $3,635 | $7,304-50.2% | $8,071-55.0% | $4,348-16.4% |
| Admin fee / account holder | $850 | $1,749-51.4% | $13,006-93.5% | $1,944-56.3% |