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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 | $8,069 | $150,442-94.6% | $136,295-94.1% | $147,585-94.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.50% | 1049.09%-1030.6pp | 5155.97%-5137.5pp | 578.56%-560.1pp |
| Employer contribution / active EE | $2,595 | $5,256-50.6% | $4,695-44.7% | $4,876-46.8% |
| Participant deferral / active EE | $3,975 | $6,630-40.1% | $6,247-36.4% | $5,439-26.9% |
| Admin fee / account holder | $1,091 | $10,905-90.0% | $9,243-88.2% | $10,885-90.0% |