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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 | $3,722 | $106,905-96.5% | $84,020-95.6% | $152,885-97.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 69.0%-6.5pp | 82.5%-20.0pp |
| Annual return | 14.13% | 105.00%-90.9pp | 71.31%-57.2pp | 345.39%-331.3pp |
| Employer contribution / active EE | $1,075 | $2,735-60.7% | $1,984-45.8% | $4,763-77.4% |
| Participant deferral / active EE | $7,030 | $4,012+75.2% | $3,239+117.0% | $5,851+20.1% |
| Admin fee / account holder | $46,927 | $8,287+466.3% | $6,101+669.1% | $11,598+304.6% |