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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 | $109,967-95.6% | $97,197-95.0% | $145,877-96.7% |
| Participation rate | 47.6% | 76.0%-28.3pp | 72.7%-25.1pp | 80.3%-32.7pp |
| Annual return | 11.08% | 244.27%-233.2pp | 75.47%-64.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $912 | $3,077-70.4% | $2,723-66.5% | $4,663-80.5% |
| Participant deferral / active EE | $1,257 | $4,676-73.1% | $4,263-70.5% | $6,691-81.2% |
| Admin fee / account holder | $774 | $6,199-87.5% | $5,637-86.3% | $13,402-94.2% |