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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 | $3,907 | $53,841-92.7% | $75,731-94.8% | $85,851-95.4% |
| Participation rate | 69.5% | 69.0%+0.5pp | 74.8%-5.3pp | 69.3%+0.2pp |
| Annual return | 42.19% | 24.54%+17.6pp | 104.65%-62.5pp | 318.63%-276.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,293 | $2,895-55.3% | $3,820-66.1% | $3,952-67.3% |
| Admin fee / account holder | $900 | $3,340-73.1% | $3,620-75.2% | $6,261-85.6% |