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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 | $3,713 | $103,008-96.4% | $90,304-95.9% | $152,897-97.6% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 81.65% | 95.22%-13.6pp | 78.13%+3.5pp | 345.43%-263.8pp |
| Employer contribution / active EE | $1,025 | $3,139-67.3% | $2,855-64.1% | $4,764-78.5% |
| Participant deferral / active EE | $2,313 | $4,281-46.0% | $3,885-40.5% | $5,851-60.5% |
| Admin fee / account holder | $855 | $6,175-86.1% | $5,354-84.0% | $11,599-92.6% |