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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 | $19,839 | $150,447-86.8% | $136,298-85.4% | $147,586-86.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 2827.92% | 1049.15%+1778.8pp | 5156.27%-2328.4pp | 578.59%+2249.3pp |
| Employer contribution / active EE | $1,856 | $5,256-64.7% | $4,696-60.5% | $4,876-61.9% |
| Participant deferral / active EE | $2,705 | $6,631-59.2% | $6,247-56.7% | $5,439-50.3% |
| Admin fee / account holder | $1,875 | $10,906-82.8% | $9,244-79.7% | $10,886-82.8% |