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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 | $150,447-87.2% | $136,298-85.8% | $147,586-86.9% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 13.84% | 1049.15%-1035.3pp | 5156.27%-5142.4pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,661 | $5,256-68.4% | $4,696-64.6% | $4,876-65.9% |
| Participant deferral / active EE | $3,439 | $6,631-48.1% | $6,247-45.0% | $5,439-36.8% |
| Admin fee / account holder | $2,544 | $10,906-76.7% | $9,244-72.5% | $10,886-76.6% |