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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 | $4,590 | $96,643-95.3% | $86,617-94.7% | $139,456-96.7% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.8pp |
| Annual return | 43.99% | 106.57%-62.6pp | 591.91%-547.9pp | 373.45%-329.5pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,164 | $4,835-75.9% | $4,437-73.8% | $6,711-82.7% |
| Admin fee / account holder | $646 | $6,406-89.9% | $5,613-88.5% | $11,407-94.3% |