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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 | $61 | $88,702-99.9% | $81,780-99.9% | $145,978-100.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 148.89% | 1029.12%-880.2pp | 776.27%-627.4pp | 550.52%-401.6pp |
| Employer contribution / active EE | $2,047 | $3,084-33.6% | $2,914-29.7% | $4,662-56.1% |
| Participant deferral / active EE | $3,223 | $4,645-30.6% | $4,321-25.4% | $6,690-51.8% |
| Admin fee / account holder | $16,762 | $8,414+99.2% | $7,384+127.0% | $13,400+25.1% |