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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 | $9,106 | $134,817-93.2% | $123,973-92.7% | $155,188-94.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 55.90% | 515.49%-459.6pp | 388.13%-332.2pp | 148.84%-92.9pp |
| Employer contribution / active EE | $1,770 | $4,425-60.0% | $4,126-57.1% | $4,248-58.3% |
| Participant deferral / active EE | $2,655 | $5,706-53.5% | $5,247-49.4% | $6,531-59.4% |
| Admin fee / account holder | $363 | $13,245-97.3% | $11,799-96.9% | $14,480-97.5% |