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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 | $2,853 | $138,102-97.9% | $125,381-97.7% | $134,532-97.9% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | 820.21% | 750.73%+69.5pp | 572.31%+247.9pp | 418.27%+401.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,560 | $7,801-67.2% | $7,448-65.6% | $6,401-60.0% |
| Admin fee / account holder | $21,041 | $11,568+81.9% | $10,007+110.3% | $11,429+84.1% |