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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 | $4,026 | $99,011-95.9% | $86,582-95.4% | $147,586-97.3% |
| Participation rate | 30.0% | 76.3%-46.3pp | 73.5%-43.5pp | 82.8%-52.8pp |
| Annual return | 13.83% | 1312.75%-1298.9pp | 965.08%-951.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $233 | $3,132-92.6% | $2,839-91.8% | $4,876-95.2% |
| Participant deferral / active EE | $497 | $3,972-87.5% | $3,609-86.2% | $5,439-90.9% |
| Admin fee / account holder | $381 | $5,709-93.3% | $4,904-92.2% | $10,886-96.5% |