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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 | $6,346 | $96,678-93.4% | $86,640-92.7% | $139,466-95.4% |
| Participation rate | 46.2% | 74.4%-28.3pp | 71.7%-25.6pp | 80.3%-34.2pp |
| Annual return | 15.07% | 106.69%-91.6pp | 592.52%-577.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $537 | $3,265-83.6% | $3,024-82.3% | $4,754-88.7% |
| Participant deferral / active EE | $2,180 | $4,837-54.9% | $4,438-50.9% | $6,712-67.5% |
| Admin fee / account holder | $11,852 | $6,410+84.9% | $5,616+111.1% | $11,409+3.9% |