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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 | $3 | $159,934-100.0% | $147,005-100.0% | $145,959-100.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 764.44% | 98.24%+666.2pp | 418.76%+345.7pp | 561.95%+202.5pp |
| Employer contribution / active EE | $16,175 | $5,287+205.9% | $4,934+227.8% | $4,661+247.0% |
| Participant deferral / active EE | $3,563 | $8,427-57.7% | $8,070-55.9% | $6,689-46.7% |
| Admin fee / account holder | $47,296 | $15,053+214.2% | $13,006+263.6% | $13,398+253.0% |