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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 | $23,013 | $150,447-84.7% | $136,298-83.1% | $147,586-84.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.29% | 1049.15%-1028.9pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,606 | $5,256-69.5% | $4,696-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $3,577 | $6,631-46.0% | $6,247-42.7% | $5,439-34.2% |
| Admin fee / account holder | $4,118 | $10,906-62.2% | $9,244-55.5% | $10,886-62.2% |