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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 | $9,007 | $114,130-92.1% | $96,192-90.6% | $167,553-94.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.3pp |
| Annual return | 905.11% | 190.07%+715.0pp | 192.09%+713.0pp | 478.89%+426.2pp |
| Employer contribution / active EE | $1,162 | $3,431-66.1% | $2,799-58.5% | $4,840-76.0% |
| Participant deferral / active EE | $2,575 | $5,198-50.5% | $4,351-40.8% | $6,343-59.4% |
| Admin fee / account holder | $1,306 | $6,901-81.1% | $5,539-76.4% | $12,316-89.4% |