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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 | $22,171 | $150,446-85.3% | $136,297-83.7% | $147,585-85.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 99.36% | 1049.14%-949.8pp | 5156.19%-5056.8pp | 578.58%-479.2pp |
| Employer contribution / active EE | $1,369 | $5,256-74.0% | $4,696-70.9% | $4,876-71.9% |
| Participant deferral / active EE | $3,003 | $6,631-54.7% | $6,247-51.9% | $5,439-44.8% |
| Admin fee / account holder | $1,534 | $10,906-85.9% | $9,244-83.4% | $10,886-85.9% |