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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 | $4,334 | $150,445-97.1% | $136,297-96.8% | $147,585-97.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 38.59% | 1049.14%-1010.5pp | 5156.16%-5117.6pp | 578.57%-540.0pp |
| Employer contribution / active EE | $1,689 | $5,256-67.9% | $4,696-64.0% | $4,876-65.4% |
| Participant deferral / active EE | $2,299 | $6,631-65.3% | $6,247-63.2% | $5,439-57.7% |
| Admin fee / account holder | $839 | $10,906-92.3% | $9,244-90.9% | $10,885-92.3% |