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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 | $4,982 | $150,446-96.7% | $136,297-96.3% | $147,585-96.6% |
| Participation rate | 40.9% | 84.4%-43.5pp | 81.9%-41.0pp | 82.8%-41.9pp |
| Annual return | 53.89% | 1049.14%-995.3pp | 5156.19%-5102.3pp | 578.58%-524.7pp |
| Employer contribution / active EE | $967 | $5,256-81.6% | $4,696-79.4% | $4,876-80.2% |
| Participant deferral / active EE | $2,377 | $6,631-64.1% | $6,247-61.9% | $5,439-56.3% |
| Admin fee / account holder | $763 | $10,906-93.0% | $9,244-91.7% | $10,886-93.0% |