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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 | $23,621 | $150,442-84.3% | $136,295-82.7% | $147,585-84.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 46.88% | 1049.09%-1002.2pp | 5155.97%-5109.1pp | 578.56%-531.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $12,318 | $6,630+85.8% | $6,247+97.2% | $5,439+126.5% |
| Admin fee / account holder | $307 | $10,905-97.2% | $9,243-96.7% | $10,885-97.2% |