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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 | $2,843 | $101,063-97.2% | $81,473-96.5% | $147,586-98.1% |
| Participation rate | 9.1% | 74.5%-65.4pp | 68.0%-58.9pp | 82.8%-73.7pp |
| Annual return | 956.40% | 32.41%+924.0pp | 38.78%+917.6pp | 578.59%+377.8pp |
| Employer contribution / active EE | $245 | $3,206-92.4% | $2,568-90.5% | $4,876-95.0% |
| Participant deferral / active EE | $558 | $4,242-86.9% | $3,537-84.2% | $5,439-89.7% |
| Admin fee / account holder | $3,952 | $5,812-32.0% | $4,561-13.4% | $10,886-63.7% |