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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 | $6,780 | $159,978-95.8% | $147,041-95.4% | $145,978-95.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 13.87% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,467 | $5,288-72.3% | $4,935-70.3% | $4,662-68.5% |
| Participant deferral / active EE | $4,287 | $8,429-49.1% | $8,071-46.9% | $6,690-35.9% |
| Admin fee / account holder | $7,794 | $15,053-48.2% | $13,006-40.1% | $13,400-41.8% |