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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 | $5,155 | $106,005-95.1% | $92,239-94.4% | $147,585-96.5% |
| Participation rate | 61.9% | 80.4%-18.5pp | 76.5%-14.6pp | 82.8%-20.9pp |
| Annual return | 17.04% | 50.05%-33.0pp | 176.29%-159.3pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,208 | $4,333-72.1% | $3,680-67.2% | $4,876-75.2% |
| Participant deferral / active EE | $2,049 | $4,478-54.2% | $3,897-47.4% | $5,439-62.3% |
| Admin fee / account holder | $429 | $6,333-93.2% | $5,194-91.7% | $10,886-96.1% |