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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 | $15,945 | $202,342-92.1% | $172,753-90.8% | $152,909-89.6% |
| Participation rate | 56.5% | 87.1%-30.5pp | 82.6%-26.1pp | 82.5%-25.9pp |
| Annual return | 28.73% | 1029.88%-1001.1pp | 803.00%-774.3pp | 345.46%-316.7pp |
| Employer contribution / active EE | $1,795 | $5,857-69.4% | $5,144-65.1% | $4,764-62.3% |
| Participant deferral / active EE | $2,769 | $5,948-53.4% | $5,198-46.7% | $5,851-52.7% |
| Admin fee / account holder | $343 | $17,112-98.0% | $13,956-97.5% | $11,601-97.0% |