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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 | $18,030 | $202,342-91.1% | $172,753-89.6% | $152,909-88.2% |
| Participation rate | 47.6% | 87.1%-39.4pp | 82.6%-35.0pp | 82.5%-34.8pp |
| Annual return | 39.61% | 1029.88%-990.3pp | 803.00%-763.4pp | 345.46%-305.9pp |
| Employer contribution / active EE | $1,544 | $5,857-73.6% | $5,144-70.0% | $4,764-67.6% |
| Participant deferral / active EE | $2,980 | $5,948-49.9% | $5,198-42.7% | $5,851-49.1% |
| Admin fee / account holder | $1,042 | $17,112-93.9% | $13,956-92.5% | $11,601-91.0% |