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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 | $6,616 | $106,008-93.8% | $92,240-92.8% | $147,586-95.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 40.97% | 50.05%-9.1pp | 176.29%-135.3pp | 578.59%-537.6pp |
| Employer contribution / active EE | $1,494 | $4,333-65.5% | $3,680-59.4% | $4,876-69.4% |
| Participant deferral / active EE | $1,764 | $4,478-60.6% | $3,897-54.7% | $5,439-67.6% |
| Admin fee / account holder | $1,575 | $6,333-75.1% | $5,194-69.7% | $10,886-85.5% |