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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 | $5,676 | $109,863-94.8% | $98,477-94.2% | $167,518-96.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 610.71% | 1958.09%-1347.4pp | 1493.59%-882.9pp | 478.71%+132.0pp |
| Employer contribution / active EE | $1,468 | $3,225-54.5% | $2,961-50.4% | $4,838-69.7% |
| Participant deferral / active EE | $4,132 | $4,673-11.6% | $4,276-3.4% | $6,342-34.9% |
| Admin fee / account holder | $562 | $6,755-91.7% | $5,951-90.6% | $12,312-95.4% |