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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 | $4,715 | $115,810-95.9% | $101,271-95.3% | $158,966-97.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 45.64% | 56.15%-10.5pp | 46.48%-0.8pp | 302.95%-257.3pp |
| Employer contribution / active EE | $1,435 | $4,175-65.6% | $3,660-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $2,411 | $4,958-51.4% | $4,371-44.8% | $5,983-59.7% |
| Admin fee / account holder | $727 | $7,248-90.0% | $5,948-87.8% | $11,250-93.5% |