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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 | $5,587 | $96,691-94.2% | $86,656-93.6% | $139,487-96.0% |
| Participation rate | 45.5% | 74.4%-29.0pp | 71.7%-26.3pp | 80.3%-34.9pp |
| Annual return | 16.08% | 106.87%-90.8pp | 593.09%-577.0pp | 373.84%-357.8pp |
| Employer contribution / active EE | $670 | $3,267-79.5% | $3,025-77.9% | $4,755-85.9% |
| Participant deferral / active EE | $2,219 | $4,838-54.1% | $4,439-50.0% | $6,713-66.9% |
| Admin fee / account holder | $1,132 | $6,414-82.4% | $5,619-79.9% | $11,407-90.1% |