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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 | $17,434 | $150,447-88.4% | $136,298-87.2% | $147,586-88.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 72.76% | 1049.15%-976.4pp | 5156.27%-5083.5pp | 578.59%-505.8pp |
| Employer contribution / active EE | $1,772 | $5,256-66.3% | $4,696-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $2,293 | $6,631-65.4% | $6,247-63.3% | $5,439-57.8% |
| Admin fee / account holder | $2,679 | $10,906-75.4% | $9,244-71.0% | $10,886-75.4% |