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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 | $31,921 | $171,867-81.4% | $149,716-78.7% | $147,585-78.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.33% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.58%-562.3pp |
| Employer contribution / active EE | $2,132 | $6,275-66.0% | $5,444-60.8% | $4,876-56.3% |
| Participant deferral / active EE | $5,417 | $7,270-25.5% | $6,568-17.5% | $5,439-0.4% |
| Admin fee / account holder | $533 | $13,799-96.1% | $11,282-95.3% | $10,886-95.1% |