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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 | $13,880 | $150,447-90.8% | $136,298-89.8% | $147,586-90.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.31% | 1049.15%-1028.8pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,584 | $5,256-69.9% | $4,696-66.3% | $4,876-67.5% |
| Participant deferral / active EE | $2,757 | $6,631-58.4% | $6,247-55.9% | $5,439-49.3% |
| Admin fee / account holder | $737 | $10,906-93.2% | $9,244-92.0% | $10,886-93.2% |