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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 | $27,055 | $202,345-86.6% | $172,755-84.3% | $152,885-82.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 28.53% | 1029.77%-1001.2pp | 802.94%-774.4pp | 345.39%-316.9pp |
| Employer contribution / active EE | $2,305 | $5,858-60.6% | $5,144-55.2% | $4,763-51.6% |
| Participant deferral / active EE | $6,057 | $5,948+1.8% | $5,198+16.5% | $5,851+3.5% |
| Admin fee / account holder | $574 | $17,111-96.6% | $13,955-95.9% | $11,598-95.1% |