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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 | $3,423 | $109,905-96.9% | $98,506-96.5% | $167,553-98.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 16.61% | 1960.20%-1943.6pp | 1494.92%-1478.3pp | 478.89%-462.3pp |
| Employer contribution / active EE | $347 | $3,226-89.3% | $2,961-88.3% | $4,840-92.8% |
| Participant deferral / active EE | $1,183 | $4,674-74.7% | $4,277-72.3% | $6,343-81.3% |
| Admin fee / account holder | $3,396 | $6,760-49.8% | $5,955-43.0% | $12,316-72.4% |