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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 | $15,908 | $157,829-89.9% | $136,867-88.4% | $198,609-92.0% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 13067.14% | 51.25%+13015.9pp | 42.97%+13024.2pp | 202.70%+12864.4pp |
| Employer contribution / active EE | $4,099 | $3,923+4.5% | $3,547+15.6% | $5,055-18.9% |
| Participant deferral / active EE | $6,529 | $5,463+19.5% | $4,924+32.6% | $6,977-6.4% |
| Admin fee / account holder | $4,676 | $11,107-57.9% | $10,340-54.8% | $19,030-75.4% |