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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 | $19,308 | $150,442-87.2% | $136,295-85.8% | $147,585-86.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 13.84% | 1049.09%-1035.2pp | 5155.97%-5142.1pp | 578.56%-564.7pp |
| Employer contribution / active EE | $1,661 | $5,256-68.4% | $4,695-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $3,439 | $6,630-48.1% | $6,247-44.9% | $5,439-36.8% |
| Admin fee / account holder | $2,544 | $10,905-76.7% | $9,243-72.5% | $10,885-76.6% |