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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 | $10,556 | $106,008-90.0% | $92,240-88.6% | $147,586-92.8% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 15.44% | 50.05%-34.6pp | 176.29%-160.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,022 | $4,333-76.4% | $3,680-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $2,329 | $4,478-48.0% | $3,897-40.2% | $5,439-57.2% |
| Admin fee / account holder | $2,339 | $6,333-63.1% | $5,194-55.0% | $10,886-78.5% |