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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 | $5,673 | $88,603-93.6% | $69,890-91.9% | $134,545-95.8% |
| Participation rate | 57.9% | 74.9%-17.0pp | 70.5%-12.6pp | 81.2%-23.3pp |
| Annual return | 93.43% | 442.93%-349.5pp | 190.84%-97.4pp | 418.37%-324.9pp |
| Employer contribution / active EE | $1,342 | $3,236-58.5% | $2,560-47.6% | $4,742-71.7% |
| Participant deferral / active EE | $1,210 | $4,771-74.6% | $3,848-68.5% | $6,401-81.1% |
| Admin fee / account holder | $600 | $10,443-94.3% | $6,267-90.4% | $11,431-94.8% |