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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 | $4,981 | $108,212-95.4% | $77,513-93.6% | $158,966-96.9% |
| Participation rate | 41.7% | 64.4%-22.8pp | 54.2%-12.5pp | 82.0%-40.3pp |
| Annual return | 130.87% | 31.67%+99.2pp | 54.81%+76.1pp | 302.95%-172.1pp |
| Employer contribution / active EE | $1,040 | $1,325-21.5% | $987+5.4% | $4,762-78.2% |
| Participant deferral / active EE | $1,544 | $2,455-37.1% | $1,861-17.0% | $5,983-74.2% |
| Admin fee / account holder | $995 | $3,709-73.2% | $2,859-65.2% | $11,250-91.2% |