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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 | $2,260 | $176,071-98.7% | $159,450-98.6% | $167,497-98.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 18.96% | 331.79%-312.8pp | 263.60%-244.6pp | 478.62%-459.7pp |
| Employer contribution / active EE | $1,055 | $5,298-80.1% | $4,830-78.2% | $4,838-78.2% |
| Participant deferral / active EE | $2,704 | $7,750-65.1% | $7,352-63.2% | $6,341-57.4% |
| Admin fee / account holder | $7,749 | $12,555-38.3% | $10,800-28.3% | $12,310-37.1% |