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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 | $4,028 | $70,121-94.3% | $63,803-93.7% | $138,895-97.1% |
| Participation rate | 57.1% | 77.2%-20.1pp | 72.7%-15.6pp | 79.9%-22.8pp |
| Annual return | 16.53% | 946.48%-930.0pp | 543.72%-527.2pp | 145.39%-128.9pp |
| Employer contribution / active EE | $785 | $2,882-72.8% | $2,532-69.0% | $4,194-81.3% |
| Participant deferral / active EE | $1,115 | $4,535-75.4% | $3,843-71.0% | $6,396-82.6% |
| Admin fee / account holder | $373 | $6,738-94.5% | $5,196-92.8% | $12,562-97.0% |