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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 | $73,421-94.5% | $66,439-93.9% | $155,188-97.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 74.5%-17.4pp | 80.8%-23.7pp |
| Annual return | 16.53% | 1382.37%-1365.8pp | 757.66%-741.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $785 | $3,039-74.2% | $2,637-70.2% | $4,248-81.5% |
| Participant deferral / active EE | $1,115 | $4,680-76.2% | $3,876-71.2% | $6,531-82.9% |
| Admin fee / account holder | $373 | $8,856-95.8% | $6,173-94.0% | $14,480-97.4% |