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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 | $4,590 | $96,678-95.3% | $86,640-94.7% | $139,466-96.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 43.99% | 106.69%-62.7pp | 592.52%-548.5pp | 373.66%-329.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,164 | $4,837-75.9% | $4,438-73.8% | $6,712-82.7% |
| Admin fee / account holder | $646 | $6,410-89.9% | $5,616-88.5% | $11,409-94.3% |