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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 | $11,148 | $202,460-94.5% | $169,385-93.4% | $139,456-92.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 65.29% | 532.07%-466.8pp | 405.82%-340.5pp | 373.45%-308.2pp |
| Employer contribution / active EE | $4,962 | $4,691+5.8% | $4,012+23.7% | $4,753+4.4% |
| Participant deferral / active EE | $7,122 | $6,938+2.7% | $6,221+14.5% | $6,711+6.1% |
| Admin fee / account holder | $16,780 | $10,719+56.5% | $9,011+86.2% | $11,407+47.1% |