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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 | $7,257 | $148,623-95.1% | $135,974-94.7% | $139,466-94.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5704.68% | 79.30%+5625.4pp | 68.30%+5636.4pp | 373.66%+5331.0pp |
| Employer contribution / active EE | $1,025 | $5,246-80.5% | $4,859-78.9% | $4,754-78.4% |
| Participant deferral / active EE | $3,863 | $8,103-52.3% | $7,760-50.2% | $6,712-42.5% |
| Admin fee / account holder | $34,816 | $12,406+180.6% | $10,767+223.4% | $11,409+205.2% |