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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 | $7,901 | $104,953-92.5% | $84,637-90.7% | $152,909-94.8% |
| Participation rate | 55.6% | 74.8%-19.3pp | 68.2%-12.7pp | 82.5%-26.9pp |
| Annual return | 66.81% | 373.94%-307.1pp | 258.82%-192.0pp | 345.46%-278.7pp |
| Employer contribution / active EE | $393 | $3,304-88.1% | $2,653-85.2% | $4,764-91.7% |
| Participant deferral / active EE | $2,572 | $4,691-45.2% | $3,900-34.0% | $5,851-56.0% |
| Admin fee / account holder | $546 | $6,244-91.3% | $4,914-88.9% | $11,601-95.3% |