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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 | $7,610 | $108,701-93.0% | $74,723-89.8% | $152,909-95.0% |
| Participation rate | 60.0% | 65.4%-5.4pp | 54.5%+5.5pp | 82.5%-22.5pp |
| Annual return | 14.95% | 114.12%-99.2pp | 753.18%-738.2pp | 345.46%-330.5pp |
| Employer contribution / active EE | $769 | $1,504-48.9% | $1,084-29.1% | $4,764-83.9% |
| Participant deferral / active EE | $1,070 | $2,709-60.5% | $1,962-45.5% | $5,851-81.7% |
| Admin fee / account holder | $671 | $4,906-86.3% | $3,335-79.9% | $11,601-94.2% |