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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 | $30,994 | $171,867-82.0% | $149,721-79.3% | $147,586-79.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 10.85% | 2113.36%-2102.5pp | 1501.67%-1490.8pp | 578.59%-567.7pp |
| Employer contribution / active EE | $7,093 | $6,275+13.0% | $5,444+30.3% | $4,876+45.5% |
| Participant deferral / active EE | $2,936 | $7,270-59.6% | $6,568-55.3% | $5,439-46.0% |
| Admin fee / account holder | $17,108 | $13,799+24.0% | $11,282+51.6% | $10,886+57.2% |