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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 | $6,333 | $100,911-93.7% | $90,440-93.0% | $158,966-96.0% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.2pp | 82.0%-20.4pp |
| Annual return | 76.25% | 1726.62%-1650.4pp | 1294.38%-1218.1pp | 302.95%-226.7pp |
| Employer contribution / active EE | $512 | $3,690-86.1% | $3,263-84.3% | $4,762-89.2% |
| Participant deferral / active EE | $1,063 | $4,348-75.6% | $3,964-73.2% | $5,983-82.2% |
| Admin fee / account holder | $2,958 | $6,507-54.5% | $5,615-47.3% | $11,250-73.7% |