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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 | $9,917 | $114,130-91.3% | $96,192-89.7% | $167,553-94.1% |
| Participation rate | 52.6% | 75.1%-22.4pp | 68.4%-15.8pp | 82.1%-29.5pp |
| Annual return | 153.50% | 190.07%-36.6pp | 192.09%-38.6pp | 478.89%-325.4pp |
| Employer contribution / active EE | $1,438 | $3,431-58.1% | $2,799-48.6% | $4,840-70.3% |
| Participant deferral / active EE | $2,115 | $5,198-59.3% | $4,351-51.4% | $6,343-66.7% |
| Admin fee / account holder | $1,080 | $6,901-84.3% | $5,539-80.5% | $12,316-91.2% |