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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 | $4,860 | $110,093-95.6% | $97,295-95.0% | $145,897-96.7% |
| Participation rate | 47.6% | 75.9%-28.3pp | 72.7%-25.0pp | 80.3%-32.7pp |
| Annual return | 11.08% | 244.76%-233.7pp | 75.62%-64.5pp | 552.29%-541.2pp |
| Employer contribution / active EE | $912 | $3,077-70.4% | $2,723-66.5% | $4,663-80.5% |
| Participant deferral / active EE | $1,257 | $4,678-73.1% | $4,264-70.5% | $6,689-81.2% |
| Admin fee / account holder | $774 | $6,212-87.5% | $5,646-86.3% | $13,390-94.2% |