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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 | $10,116 | $99,011-89.8% | $86,582-88.3% | $147,586-93.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 80.55% | 1312.75%-1232.2pp | 965.08%-884.5pp | 578.59%-498.0pp |
| Employer contribution / active EE | $2,101 | $3,132-32.9% | $2,839-26.0% | $4,876-56.9% |
| Participant deferral / active EE | $6,695 | $3,972+68.5% | $3,609+85.5% | $5,439+23.1% |
| Admin fee / account holder | $525 | $5,709-90.8% | $4,904-89.3% | $10,886-95.2% |