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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 | $6,905 | $112,112-93.8% | $95,956-92.8% | $158,950-95.7% |
| Participation rate | 65.2% | 79.0%-13.8pp | 77.1%-11.9pp | 82.0%-16.7pp |
| Annual return | 103.38% | 171.15%-67.8pp | 91.63%+11.7pp | 302.91%-199.5pp |
| Employer contribution / active EE | $1,343 | $3,199-58.0% | $2,541-47.2% | $4,762-71.8% |
| Participant deferral / active EE | $1,581 | $4,784-66.9% | $4,167-62.1% | $5,983-73.6% |
| Admin fee / account holder | $1,024 | $10,134-89.9% | $6,797-84.9% | $11,248-90.9% |