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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 | $29,763 | $171,867-82.7% | $149,721-80.1% | $147,586-79.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 19.14% | 2113.36%-2094.2pp | 1501.67%-1482.5pp | 578.59%-559.5pp |
| Employer contribution / active EE | $3,117 | $6,275-50.3% | $5,444-42.7% | $4,876-36.1% |
| Participant deferral / active EE | $4,694 | $7,270-35.4% | $6,568-28.5% | $5,439-13.7% |
| Admin fee / account holder | $7,064 | $13,799-48.8% | $11,282-37.4% | $10,886-35.1% |