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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 | $10,806 | $150,447-92.8% | $136,298-92.1% | $147,586-92.7% |
| Participation rate | 60.9% | 84.4%-23.6pp | 81.9%-21.1pp | 82.8%-22.0pp |
| Annual return | 34.66% | 1049.15%-1014.5pp | 5156.27%-5121.6pp | 578.59%-543.9pp |
| Employer contribution / active EE | $1,771 | $5,256-66.3% | $4,696-62.3% | $4,876-63.7% |
| Participant deferral / active EE | $3,056 | $6,631-53.9% | $6,247-51.1% | $5,439-43.8% |
| Admin fee / account holder | $1,717 | $10,906-84.3% | $9,244-81.4% | $10,886-84.2% |