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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 | $18,153 | $202,342-91.0% | $172,752-89.5% | $152,897-88.1% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 18.71% | 1029.83%-1011.1pp | 802.97%-784.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,423 | $5,858-75.7% | $5,144-72.3% | $4,764-70.1% |
| Participant deferral / active EE | $2,696 | $5,948-54.7% | $5,198-48.1% | $5,851-53.9% |
| Admin fee / account holder | $11,257 | $17,111-34.2% | $13,955-19.3% | $11,599-3.0% |