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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 | $19,726 | $150,446-86.9% | $136,297-85.5% | $147,585-86.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 28.29% | 1049.14%-1020.9pp | 5156.19%-5127.9pp | 578.58%-550.3pp |
| Employer contribution / active EE | $3,392 | $5,256-35.5% | $4,696-27.8% | $4,876-30.5% |
| Participant deferral / active EE | $5,083 | $6,631-23.3% | $6,247-18.6% | $5,439-6.5% |
| Admin fee / account holder | $4,176 | $10,906-61.7% | $9,244-54.8% | $10,886-61.6% |