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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 | $5,809 | $60,139-90.3% | $90,461-93.6% | $79,856-92.7% |
| Participation rate | 63.9% | 65.0%-1.1pp | 72.7%-8.8pp | 69.6%-5.8pp |
| Annual return | 24.76% | 71.96%-47.2pp | 1294.76%-1270.0pp | 31.71%-6.9pp |
| Employer contribution / active EE | $447 | $2,069-78.4% | $3,264-86.3% | $2,471-81.9% |
| Participant deferral / active EE | $1,286 | $2,939-56.2% | $3,964-67.6% | $3,741-65.6% |
| Admin fee / account holder | $850 | $3,978-78.6% | $5,617-84.9% | $5,306-84.0% |