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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 | $8,335 | $198,462-95.8% | $170,439-95.1% | $147,585-94.4% |
| Participation rate | 64.3% | 88.0%-23.7pp | 83.6%-19.3pp | 82.8%-18.5pp |
| Annual return | 69.55% | 257.30%-187.8pp | 205.94%-136.4pp | 578.58%-509.0pp |
| Employer contribution / active EE | $1,502 | $6,184-75.7% | $5,433-72.4% | $4,876-69.2% |
| Participant deferral / active EE | $2,557 | $5,629-54.6% | $4,939-48.2% | $5,439-53.0% |
| Admin fee / account holder | $642 | $16,852-96.2% | $13,881-95.4% | $10,886-94.1% |