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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 | $5,549 | $114,093-95.1% | $96,171-94.2% | $167,536-96.7% |
| Participation rate | 64.7% | 75.1%-10.4pp | 68.4%-3.7pp | 82.1%-17.4pp |
| Annual return | 13.38% | 190.00%-176.6pp | 192.04%-178.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,060 | $3,429-69.1% | $2,799-62.1% | $4,839-78.1% |
| Participant deferral / active EE | $2,398 | $5,197-53.9% | $4,350-44.9% | $6,342-62.2% |
| Admin fee / account holder | $548 | $6,899-92.1% | $5,538-90.1% | $12,315-95.5% |