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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 | $4,087 | $180,749-97.7% | $160,784-97.5% | $137,256-97.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 19.74% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,965 | $4,155-28.7% | $3,733-20.6% | $4,156-28.7% |
| Participant deferral / active EE | $3,666 | $6,844-46.4% | $6,293-41.8% | $6,407-42.8% |
| Admin fee / account holder | $1,946 | $10,397-81.3% | $9,717-80.0% | $12,270-84.1% |