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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 | $5,218 | $108,695-95.2% | $74,722-93.0% | $152,897-96.6% |
| Participation rate | 36.4% | 65.4%-29.0pp | 54.5%-18.1pp | 82.5%-46.1pp |
| Annual return | 9.27% | 114.11%-104.8pp | 753.11%-743.8pp | 345.43%-336.2pp |
| Employer contribution / active EE | $422 | $1,504-71.9% | $1,084-61.0% | $4,764-91.1% |
| Participant deferral / active EE | $709 | $2,712-73.9% | $1,963-63.9% | $5,851-87.9% |
| Admin fee / account holder | $489 | $4,906-90.0% | $3,335-85.3% | $11,599-95.8% |