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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 | $202,440-94.5% | $169,390-93.4% | $139,466-92.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 65.29% | 532.36%-467.1pp | 406.07%-340.8pp | 373.66%-308.4pp |
| Employer contribution / active EE | $4,962 | $4,693+5.7% | $4,013+23.7% | $4,754+4.4% |
| Participant deferral / active EE | $7,122 | $6,940+2.6% | $6,222+14.5% | $6,712+6.1% |
| Admin fee / account holder | $16,780 | $10,722+56.5% | $9,015+86.1% | $11,409+47.1% |