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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 | $5,002 | $106,008-95.3% | $92,240-94.6% | $147,586-96.6% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 34.63% | 50.05%-15.4pp | 176.29%-141.7pp | 578.59%-544.0pp |
| Employer contribution / active EE | $1,243 | $4,333-71.3% | $3,680-66.2% | $4,876-74.5% |
| Participant deferral / active EE | $1,575 | $4,478-64.8% | $3,897-59.6% | $5,439-71.0% |
| Admin fee / account holder | $2,362 | $6,333-62.7% | $5,194-54.5% | $10,886-78.3% |