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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 | $4,065 | $95,917-95.8% | $79,583-94.9% | $134,545-97.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 351.03% | -2.70%+353.7pp | 0.16%+350.9pp | 418.37%-67.3pp |
| Employer contribution / active EE | $1,524 | $3,129-51.3% | $2,414-36.9% | $4,742-67.9% |
| Participant deferral / active EE | $1,524 | $4,694-67.5% | $3,986-61.8% | $6,401-76.2% |
| Admin fee / account holder | $8,102 | $9,132-11.3% | $6,835+18.5% | $11,431-29.1% |