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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 | $8,821 | $150,445-94.1% | $136,297-93.5% | $147,585-94.0% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 60.22% | 1049.14%-988.9pp | 5156.16%-5095.9pp | 578.57%-518.3pp |
| Employer contribution / active EE | $1,336 | $5,256-74.6% | $4,696-71.6% | $4,876-72.6% |
| Participant deferral / active EE | $2,600 | $6,631-60.8% | $6,247-58.4% | $5,439-52.2% |
| Admin fee / account holder | $549 | $10,906-95.0% | $9,244-94.1% | $10,885-95.0% |