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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 | $4,776 | $95,580-95.0% | $76,872-93.8% | $139,466-96.6% |
| Participation rate | 46.7% | 74.0%-27.3pp | 69.6%-22.9pp | 80.3%-33.7pp |
| Annual return | 61.24% | 55.00%+6.2pp | 37.90%+23.3pp | 373.66%-312.4pp |
| Employer contribution / active EE | $485 | $3,145-84.6% | $2,533-80.8% | $4,754-89.8% |
| Participant deferral / active EE | $2,010 | $4,623-56.5% | $3,832-47.6% | $6,712-70.1% |
| Admin fee / account holder | $1,410 | $8,302-83.0% | $5,476-74.2% | $11,409-87.6% |