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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 | $5,332 | $106,923-95.0% | $84,023-93.7% | $152,909-96.5% |
| Participation rate | 7.1% | 75.3%-68.1pp | 69.0%-61.9pp | 82.5%-75.3pp |
| Annual return | 435.79% | 105.02%+330.8pp | 71.32%+364.5pp | 345.46%+90.3pp |
| Employer contribution / active EE | $484 | $2,735-82.3% | $1,984-75.6% | $4,764-89.9% |
| Participant deferral / active EE | $1,376 | $4,013-65.7% | $3,239-57.5% | $5,851-76.5% |
| Admin fee / account holder | $14,623 | $8,289+76.4% | $6,102+139.6% | $11,601+26.1% |