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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 | $7,225 | $99,011-92.7% | $86,582-91.7% | $147,586-95.1% |
| Participation rate | 65.2% | 76.3%-11.1pp | 73.5%-8.3pp | 82.8%-17.6pp |
| Annual return | 122.87% | 1312.75%-1189.9pp | 965.08%-842.2pp | 578.59%-455.7pp |
| Employer contribution / active EE | $1,363 | $3,132-56.5% | $2,839-52.0% | $4,876-72.0% |
| Participant deferral / active EE | $1,752 | $3,972-55.9% | $3,609-51.5% | $5,439-67.8% |
| Admin fee / account holder | $505 | $5,709-91.1% | $4,904-89.7% | $10,886-95.4% |