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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 | $4,446 | $109,967-96.0% | $97,197-95.4% | $145,877-97.0% |
| Participation rate | 36.4% | 76.0%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 10.63% | 244.27%-233.6pp | 75.47%-64.8pp | 551.28%-540.7pp |
| Employer contribution / active EE | $494 | $3,077-83.9% | $2,723-81.8% | $4,663-89.4% |
| Participant deferral / active EE | $721 | $4,676-84.6% | $4,263-83.1% | $6,691-89.2% |
| Admin fee / account holder | $3,527 | $6,199-43.1% | $5,637-37.4% | $13,402-73.7% |