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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 | $34,207 | $171,867-80.1% | $149,721-77.2% | $147,586-76.8% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 16.90% | 2113.36%-2096.5pp | 1501.67%-1484.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $8,663 | $6,275+38.1% | $5,444+59.1% | $4,876+77.6% |
| Participant deferral / active EE | $7,190 | $7,270-1.1% | $6,568+9.5% | $5,439+32.2% |
| Admin fee / account holder | $5,488 | $13,799-60.2% | $11,282-51.4% | $10,886-49.6% |