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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 | $3,992 | $96,691-95.9% | $86,656-95.4% | $139,487-97.1% |
| Participation rate | 63.2% | 74.4%-11.3pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 20.41% | 106.87%-86.5pp | 593.09%-572.7pp | 373.84%-353.4pp |
| Employer contribution / active EE | $791 | $3,267-75.8% | $3,025-73.9% | $4,755-83.4% |
| Participant deferral / active EE | $1,141 | $4,838-76.4% | $4,439-74.3% | $6,713-83.0% |
| Admin fee / account holder | $301 | $6,414-95.3% | $5,619-94.6% | $11,407-97.4% |