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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 | $5,207 | $100,911-94.8% | $90,440-94.2% | $158,966-96.7% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 386.91% | 1726.62%-1339.7pp | 1294.38%-907.5pp | 302.95%+84.0pp |
| Employer contribution / active EE | $433 | $3,690-88.3% | $3,263-86.7% | $4,762-90.9% |
| Participant deferral / active EE | $2,834 | $4,348-34.8% | $3,964-28.5% | $5,983-52.6% |
| Admin fee / account holder | $420 | $6,507-93.5% | $5,615-92.5% | $11,250-96.3% |