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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 | $3,223 | $108,911-97.0% | $100,392-96.8% | $145,884-97.8% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 14.99% | 58.23%-43.2pp | 49.45%-34.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $2,237 | $4,420-49.4% | $3,941-43.3% | $4,662-52.0% |
| Participant deferral / active EE | $2,871 | $8,459-66.1% | $8,090-64.5% | $6,690-57.1% |
| Admin fee / account holder | $3,270 | $9,698-66.3% | $7,904-58.6% | $13,392-75.6% |