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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 | $11,502 | $150,447-92.4% | $136,298-91.6% | $147,586-92.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 29.79% | 1049.15%-1019.4pp | 5156.27%-5126.5pp | 578.59%-548.8pp |
| Employer contribution / active EE | $2,156 | $5,256-59.0% | $4,696-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $3,091 | $6,631-53.4% | $6,247-50.5% | $5,439-43.2% |
| Admin fee / account holder | $1,583 | $10,906-85.5% | $9,244-82.9% | $10,886-85.5% |