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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 | $22,650 | $150,447-84.9% | $136,298-83.4% | $147,586-84.7% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 16.52% | 1049.15%-1032.6pp | 5156.27%-5139.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $992 | $5,256-81.1% | $4,696-78.9% | $4,876-79.7% |
| Participant deferral / active EE | $2,311 | $6,631-65.1% | $6,247-63.0% | $5,439-57.5% |
| Admin fee / account holder | $946 | $10,906-91.3% | $9,244-89.8% | $10,886-91.3% |