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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 | $4,710 | $108,695-95.7% | $74,722-93.7% | $152,897-96.9% |
| Participation rate | 13.3% | 65.4%-52.0pp | 54.5%-41.1pp | 82.5%-69.1pp |
| Annual return | 23.76% | 114.11%-90.3pp | 753.11%-729.4pp | 345.43%-321.7pp |
| Employer contribution / active EE | $208 | $1,504-86.2% | $1,084-80.9% | $4,764-95.6% |
| Participant deferral / active EE | $275 | $2,712-89.9% | $1,963-86.0% | $5,851-95.3% |
| Admin fee / account holder | $929 | $4,906-81.1% | $3,335-72.2% | $11,599-92.0% |