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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 | $4,731 | $103,000-95.4% | $90,300-94.8% | $152,885-96.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 42.59% | 95.19%-52.6pp | 78.11%-35.5pp | 345.39%-302.8pp |
| Employer contribution / active EE | $977 | $3,138-68.9% | $2,854-65.8% | $4,763-79.5% |
| Participant deferral / active EE | $1,848 | $4,281-56.8% | $3,884-52.4% | $5,851-68.4% |
| Admin fee / account holder | $3,928 | $6,173-36.4% | $5,353-26.6% | $11,598-66.1% |