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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 | $3,479 | $110,801-96.9% | $86,615-96.0% | $167,536-97.9% |
| Participation rate | 69.2% | 75.8%-6.5pp | 71.6%-2.4pp | 82.1%-12.9pp |
| Annual return | 16.52% | 116.96%-100.4pp | 63.51%-47.0pp | 478.82%-462.3pp |
| Employer contribution / active EE | $955 | $3,245-70.6% | $2,496-61.7% | $4,839-80.3% |
| Participant deferral / active EE | $1,087 | $4,547-76.1% | $3,699-70.6% | $6,342-82.9% |
| Admin fee / account holder | $380 | $8,417-95.5% | $5,830-93.5% | $12,315-96.9% |