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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 | $13,452 | $150,447-91.1% | $136,298-90.1% | $147,586-90.9% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 81.29% | 1049.15%-967.9pp | 5156.27%-5075.0pp | 578.59%-497.3pp |
| Employer contribution / active EE | $1,897 | $5,256-63.9% | $4,696-59.6% | $4,876-61.1% |
| Participant deferral / active EE | $2,812 | $6,631-57.6% | $6,247-55.0% | $5,439-48.3% |
| Admin fee / account holder | $1,264 | $10,906-88.4% | $9,244-86.3% | $10,886-88.4% |