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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 | $4,234 | $107,363-96.1% | $92,909-95.4% | $152,897-97.2% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 25.70% | 145.63%-119.9pp | 109.44%-83.7pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,034 | $4,222-75.5% | $3,653-71.7% | $4,764-78.3% |
| Participant deferral / active EE | $1,499 | $4,848-69.1% | $4,238-64.6% | $5,851-74.4% |
| Admin fee / account holder | $1,652 | $7,082-76.7% | $5,795-71.5% | $11,599-85.8% |