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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 | $8,089 | $106,008-92.4% | $92,240-91.2% | $147,586-94.5% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 29.07% | 50.05%-21.0pp | 176.29%-147.2pp | 578.59%-549.5pp |
| Employer contribution / active EE | $956 | $4,333-77.9% | $3,680-74.0% | $4,876-80.4% |
| Participant deferral / active EE | $1,283 | $4,478-71.4% | $3,897-67.1% | $5,439-76.4% |
| Admin fee / account holder | $3,757 | $6,333-40.7% | $5,194-27.7% | $10,886-65.5% |