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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 | $10,582 | $150,447-93.0% | $136,298-92.2% | $147,586-92.8% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 74.27% | 1049.15%-974.9pp | 5156.27%-5082.0pp | 578.59%-504.3pp |
| Employer contribution / active EE | $2,835 | $5,256-46.1% | $4,696-39.6% | $4,876-41.9% |
| Participant deferral / active EE | $4,045 | $6,631-39.0% | $6,247-35.2% | $5,439-25.6% |
| Admin fee / account holder | $590 | $10,906-94.6% | $9,244-93.6% | $10,886-94.6% |