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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 | $31,874 | $101,499-68.6% | $147,005-78.3% | $74,546-57.2% |
| Participation rate | 40.5% | 75.5%-35.0pp | 82.2%-41.6pp | 67.2%-26.7pp |
| Annual return | 45.05% | 8732.34%-8687.3pp | 418.76%-373.7pp | 1366.03%-1321.0pp |
| Employer contribution / active EE | $2,008 | $3,811-47.3% | $4,934-59.3% | $2,624-23.5% |
| Participant deferral / active EE | $4,102 | $7,304-43.8% | $8,070-49.2% | $4,347-5.6% |
| Admin fee / account holder | $4,192 | $1,748+139.8% | $13,006-67.8% | $1,944+115.7% |