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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 | $17,640 | $150,446-88.3% | $136,297-87.1% | $147,585-88.0% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 15.02% | 1049.14%-1034.1pp | 5156.19%-5141.2pp | 578.58%-563.6pp |
| Employer contribution / active EE | $2,242 | $5,256-57.3% | $4,696-52.2% | $4,876-54.0% |
| Participant deferral / active EE | $6,418 | $6,631-3.2% | $6,247+2.7% | $5,439+18.0% |
| Admin fee / account holder | $996 | $10,906-90.9% | $9,244-89.2% | $10,886-90.9% |