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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 | $6,293 | $102,635-93.9% | $86,209-92.7% | $139,456-95.5% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 26.46% | 1923.53%-1897.1pp | 1169.05%-1142.6pp | 373.45%-347.0pp |
| Employer contribution / active EE | $1,118 | $3,034-63.2% | $2,381-53.1% | $4,753-76.5% |
| Participant deferral / active EE | $1,437 | $4,677-69.3% | $3,986-63.9% | $6,711-78.6% |
| Admin fee / account holder | $3,438 | $8,661-60.3% | $6,853-49.8% | $11,407-69.9% |