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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 | $16,449 | $150,446-89.1% | $136,297-87.9% | $147,585-88.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 11.07% | 1049.14%-1038.1pp | 5156.19%-5145.1pp | 578.58%-567.5pp |
| Employer contribution / active EE | $1,694 | $5,256-67.8% | $4,696-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $2,559 | $6,631-61.4% | $6,247-59.0% | $5,439-52.9% |
| Admin fee / account holder | $8,778 | $10,906-19.5% | $9,244-5.0% | $10,886-19.4% |