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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 | $21,372 | $150,446-85.8% | $136,297-84.3% | $147,585-85.5% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.81% | 1049.14%-1033.3pp | 5156.19%-5140.4pp | 578.58%-562.8pp |
| Employer contribution / active EE | $1,249 | $5,256-76.2% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $2,279 | $6,631-65.6% | $6,247-63.5% | $5,439-58.1% |
| Admin fee / account holder | $747 | $10,906-93.1% | $9,244-91.9% | $10,886-93.1% |