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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 | $18,074 | $202,342-91.1% | $172,752-89.5% | $152,897-88.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 42.56% | 1029.83%-987.3pp | 802.97%-760.4pp | 345.43%-302.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,513 | $5,948+76.7% | $5,198+102.3% | $5,851+79.7% |
| Admin fee / account holder | $2,294 | $17,111-86.6% | $13,955-83.6% | $11,599-80.2% |