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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 | $4,953 | $118,695-95.8% | $98,916-95.0% | $158,950-96.9% |
| Participation rate | 69.6% | 77.8%-8.3pp | 76.0%-6.5pp | 82.0%-12.4pp |
| Annual return | 50.00% | 372.39%-322.4pp | 196.45%-146.5pp | 302.91%-252.9pp |
| Employer contribution / active EE | $1,184 | $3,333-64.5% | $2,689-56.0% | $4,762-75.1% |
| Participant deferral / active EE | $1,446 | $5,088-71.6% | $4,245-65.9% | $5,983-75.8% |
| Admin fee / account holder | $349 | $10,132-96.6% | $6,642-94.8% | $11,248-96.9% |