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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 | $3,081 | $96,388-96.8% | $80,627-96.2% | $139,466-97.8% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 326.54% | 1352.08%-1025.5pp | 936.76%-610.2pp | 373.66%-47.1pp |
| Employer contribution / active EE | $1,455 | $3,260-55.4% | $2,723-46.6% | $4,754-69.4% |
| Participant deferral / active EE | $1,537 | $5,224-70.6% | $4,443-65.4% | $6,712-77.1% |
| Admin fee / account holder | $2,435 | $6,603-63.1% | $5,381-54.7% | $11,409-78.7% |