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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 | $1,315 | $102,595-98.7% | $94,057-98.6% | $154,746-99.2% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 44.87% | 583.42%-538.5pp | 480.62%-435.8pp | 172.34%-127.5pp |
| Employer contribution / active EE | $645 | $3,147-79.5% | $2,933-78.0% | $4,379-85.3% |
| Participant deferral / active EE | $1,279 | $5,118-75.0% | $4,709-72.9% | $6,730-81.0% |
| Admin fee / account holder | $2,236 | $7,736-71.1% | $7,244-69.1% | $14,365-84.4% |