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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 | $13,113 | $144,130-90.9% | $117,861-88.9% | $147,586-91.1% |
| Participation rate | 60.9% | 83.4%-22.6pp | 79.7%-18.8pp | 82.8%-22.0pp |
| Annual return | 54.86% | 531.20%-476.3pp | 335.11%-280.2pp | 578.59%-523.7pp |
| Employer contribution / active EE | $1,901 | $4,897-61.2% | $3,786-49.8% | $4,876-61.0% |
| Participant deferral / active EE | $2,822 | $5,316-46.9% | $4,482-37.0% | $5,439-48.1% |
| Admin fee / account holder | $1,088 | $10,887-90.0% | $8,021-86.4% | $10,886-90.0% |