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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 | $9,590 | $160,040-94.0% | $147,096-93.5% | $145,877-93.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 135.40% | 98.49%+36.9pp | 419.75%-284.3pp | 551.28%-415.9pp |
| Employer contribution / active EE | $3,929 | $5,289-25.7% | $4,936-20.4% | $4,663-15.7% |
| Participant deferral / active EE | $6,097 | $8,429-27.7% | $8,071-24.5% | $6,691-8.9% |
| Admin fee / account holder | $615 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |