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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 | $7,298 | $202,460-96.4% | $169,385-95.7% | $139,456-94.8% |
| Participation rate | 52.2% | 81.1%-28.9pp | 77.2%-25.0pp | 80.3%-28.2pp |
| Annual return | 49.11% | 532.07%-483.0pp | 405.82%-356.7pp | 373.45%-324.3pp |
| Employer contribution / active EE | $1,424 | $4,691-69.6% | $4,012-64.5% | $4,753-70.0% |
| Participant deferral / active EE | $2,210 | $6,938-68.1% | $6,221-64.5% | $6,711-67.1% |
| Admin fee / account holder | $708 | $10,719-93.4% | $9,011-92.1% | $11,407-93.8% |