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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 | $4,336 | $99,011-95.6% | $86,582-95.0% | $147,586-97.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 76.53% | 1312.75%-1236.2pp | 965.08%-888.6pp | 578.59%-502.1pp |
| Employer contribution / active EE | $301 | $3,132-90.4% | $2,839-89.4% | $4,876-93.8% |
| Participant deferral / active EE | $1,604 | $3,972-59.6% | $3,609-55.6% | $5,439-70.5% |
| Admin fee / account holder | $487 | $5,709-91.5% | $4,904-90.1% | $10,886-95.5% |