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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 | $16,746 | $202,342-91.7% | $172,753-90.3% | $152,909-89.0% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 20.16% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $2,036 | $5,857-65.2% | $5,144-60.4% | $4,764-57.3% |
| Participant deferral / active EE | $4,474 | $5,948-24.8% | $5,198-13.9% | $5,851-23.5% |
| Admin fee / account holder | $3,724 | $17,112-78.2% | $13,956-73.3% | $11,601-67.9% |