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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 | $4,138 | $110,629-96.3% | $80,784-94.9% | $167,553-97.5% |
| Participation rate | 68.8% | 64.0%+4.8pp | 54.2%+14.6pp | 82.1%-13.4pp |
| Annual return | 11.18% | 120.58%-109.4pp | 87.31%-76.1pp | 478.89%-467.7pp |
| Employer contribution / active EE | $22 | $1,543-98.6% | $1,160-98.1% | $4,840-99.5% |
| Participant deferral / active EE | $416 | $2,871-85.5% | $2,145-80.6% | $6,343-93.4% |
| Admin fee / account holder | $312 | $4,547-93.1% | $3,380-90.8% | $12,316-97.5% |