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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 | $30,158 | $171,867-82.5% | $149,721-79.9% | $147,586-79.6% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 15.37% | 2113.36%-2098.0pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,929 | $6,275-69.3% | $5,444-64.6% | $4,876-60.4% |
| Participant deferral / active EE | $2,956 | $7,270-59.3% | $6,568-55.0% | $5,439-45.6% |
| Admin fee / account holder | $23,637 | $13,799+71.3% | $11,282+109.5% | $10,886+117.1% |