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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 | $20,622 | $150,447-86.3% | $136,298-84.9% | $147,586-86.0% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 13.89% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,477 | $5,256-71.9% | $4,696-68.6% | $4,876-69.7% |
| Participant deferral / active EE | $5,341 | $6,631-19.4% | $6,247-14.5% | $5,439-1.8% |
| Admin fee / account holder | $500 | $10,906-95.4% | $9,244-94.6% | $10,886-95.4% |