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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 | $4,589 | $129,737-96.5% | $119,126-96.1% | $154,746-97.0% |
| Participation rate | 65.0% | 78.9%-13.9pp | 75.8%-10.8pp | 80.7%-15.7pp |
| Annual return | 43.48% | 379.08%-335.6pp | 282.11%-238.6pp | 172.34%-128.9pp |
| Employer contribution / active EE | $1,325 | $4,375-69.7% | $4,034-67.1% | $4,379-69.7% |
| Participant deferral / active EE | $2,525 | $5,842-56.8% | $5,318-52.5% | $6,730-62.5% |
| Admin fee / account holder | $7,085 | $11,961-40.8% | $10,693-33.7% | $14,365-50.7% |