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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 | $20,258 | $150,446-86.5% | $136,297-85.1% | $147,585-86.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 74.83% | 1049.14%-974.3pp | 5156.19%-5081.4pp | 578.58%-503.8pp |
| Employer contribution / active EE | $1,808 | $5,256-65.6% | $4,696-61.5% | $4,876-62.9% |
| Participant deferral / active EE | $3,100 | $6,631-53.2% | $6,247-50.4% | $5,439-43.0% |
| Admin fee / account holder | $2,022 | $10,906-81.5% | $9,244-78.1% | $10,886-81.4% |