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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 | $13,699 | $150,447-90.9% | $136,298-89.9% | $147,586-90.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.94% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,266 | $5,256-75.9% | $4,696-73.0% | $4,876-74.0% |
| Participant deferral / active EE | $5,833 | $6,631-12.0% | $6,247-6.6% | $5,439+7.2% |
| Admin fee / account holder | $1,854 | $10,906-83.0% | $9,244-79.9% | $10,886-83.0% |