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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 | $3,788 | $73,518-94.8% | $63,003-94.0% | $147,585-97.4% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.8%-11.2pp | 82.8%-19.2pp |
| Annual return | 23.04% | 175.46%-152.4pp | 87.59%-64.5pp | 578.57%-555.5pp |
| Employer contribution / active EE | $866 | $3,322-73.9% | $2,760-68.6% | $4,876-82.2% |
| Participant deferral / active EE | $911 | $4,183-78.2% | $3,329-72.6% | $5,439-83.2% |
| Admin fee / account holder | $1,252 | $5,952-79.0% | $3,600-65.2% | $10,885-88.5% |