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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 | $6,503 | $96,678-93.3% | $86,640-92.5% | $139,466-95.3% |
| Participation rate | 46.7% | 74.4%-27.7pp | 71.7%-25.0pp | 80.3%-33.7pp |
| Annual return | 12.33% | 106.69%-94.4pp | 592.52%-580.2pp | 373.66%-361.3pp |
| Employer contribution / active EE | $488 | $3,265-85.1% | $3,024-83.9% | $4,754-89.7% |
| Participant deferral / active EE | $868 | $4,837-82.1% | $4,438-80.4% | $6,712-87.1% |
| Admin fee / account holder | $325 | $6,410-94.9% | $5,616-94.2% | $11,409-97.2% |