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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 | $4,784 | $102,595-95.3% | $94,057-94.9% | $154,746-96.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 22.26% | 583.42%-561.2pp | 480.62%-458.4pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,043 | $3,147-66.9% | $2,933-64.4% | $4,379-76.2% |
| Participant deferral / active EE | $1,896 | $5,118-63.0% | $4,709-59.7% | $6,730-71.8% |
| Admin fee / account holder | $1,419 | $7,736-81.7% | $7,244-80.4% | $14,365-90.1% |