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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 | $2,932 | $96,643-97.0% | $86,617-96.6% | $139,456-97.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 11.43% | 106.57%-95.1pp | 591.91%-580.5pp | 373.45%-362.0pp |
| Employer contribution / active EE | $3,715 | $3,264+13.8% | $3,023+22.9% | $4,753-21.8% |
| Participant deferral / active EE | $1,103 | $4,835-77.2% | $4,437-75.1% | $6,711-83.6% |
| Admin fee / account holder | $21,165 | $6,406+230.4% | $5,613+277.1% | $11,407+85.5% |