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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 | $8,434 | $106,008-92.0% | $92,240-90.9% | $147,586-94.3% |
| Participation rate | 45.0% | 80.4%-35.4pp | 76.5%-31.5pp | 82.8%-37.8pp |
| Annual return | 25.06% | 50.05%-25.0pp | 176.29%-151.2pp | 578.59%-553.5pp |
| Employer contribution / active EE | $955 | $4,333-78.0% | $3,680-74.0% | $4,876-80.4% |
| Participant deferral / active EE | $1,569 | $4,478-65.0% | $3,897-59.7% | $5,439-71.2% |
| Admin fee / account holder | $602 | $6,333-90.5% | $5,194-88.4% | $10,886-94.5% |