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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 | $3,941 | $103,008-96.2% | $90,304-95.6% | $152,897-97.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 23.25% | 95.22%-72.0pp | 78.13%-54.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,339 | $3,139-57.3% | $2,855-53.1% | $4,764-71.9% |
| Participant deferral / active EE | $1,339 | $4,281-68.7% | $3,885-65.5% | $5,851-77.1% |
| Admin fee / account holder | $7,284 | $6,175+18.0% | $5,354+36.1% | $11,599-37.2% |