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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 | $5,185 | $107,353-95.2% | $92,903-94.4% | $152,885-96.6% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 99.72% | 145.62%-45.9pp | 109.43%-9.7pp | 345.39%-245.7pp |
| Employer contribution / active EE | $888 | $4,222-79.0% | $3,653-75.7% | $4,763-81.3% |
| Participant deferral / active EE | $1,863 | $4,848-61.6% | $4,238-56.0% | $5,851-68.2% |
| Admin fee / account holder | $650 | $7,081-90.8% | $5,795-88.8% | $11,598-94.4% |