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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 | $4,762 | $109,372-95.6% | $89,414-94.7% | $158,966-97.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 9.36% | 345.55%-336.2pp | 245.50%-236.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $783 | $3,171-75.3% | $2,586-69.7% | $4,762-83.6% |
| Participant deferral / active EE | $1,000 | $4,598-78.3% | $3,890-74.3% | $5,983-83.3% |
| Admin fee / account holder | $2,907 | $6,156-52.8% | $4,883-40.5% | $11,250-74.2% |