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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 | $4,500 | $95,580-95.3% | $76,872-94.1% | $139,466-96.8% |
| Participation rate | 58.8% | 74.0%-15.1pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 58.68% | 55.00%+3.7pp | 37.90%+20.8pp | 373.66%-315.0pp |
| Employer contribution / active EE | $1,656 | $3,145-47.3% | $2,533-34.6% | $4,754-65.2% |
| Participant deferral / active EE | $2,922 | $4,623-36.8% | $3,832-23.8% | $6,712-56.5% |
| Admin fee / account holder | $484 | $8,302-94.2% | $5,476-91.2% | $11,409-95.8% |