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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 | $14,710 | $202,342-92.7% | $172,752-91.5% | $152,897-90.4% |
| Participation rate | 18.2% | 87.1%-68.9pp | 82.6%-64.5pp | 82.5%-64.3pp |
| Annual return | 21.28% | 1029.83%-1008.5pp | 802.97%-781.7pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,440 | $5,858-58.3% | $5,144-52.6% | $4,764-48.8% |
| Participant deferral / active EE | $2,860 | $5,948-51.9% | $5,198-45.0% | $5,851-51.1% |
| Admin fee / account holder | $14,230 | $17,111-16.8% | $13,955+2.0% | $11,599+22.7% |