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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 | $23,044 | $150,447-84.7% | $136,298-83.1% | $147,586-84.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.43% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.2pp |
| Employer contribution / active EE | $2,732 | $5,256-48.0% | $4,696-41.8% | $4,876-44.0% |
| Participant deferral / active EE | $8,574 | $6,631+29.3% | $6,247+37.2% | $5,439+57.7% |
| Admin fee / account holder | $11,601 | $10,906+6.4% | $9,244+25.5% | $10,886+6.6% |