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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 | $1,413 | $109,905-98.7% | $98,506-98.6% | $167,553-99.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 10.55% | 1960.20%-1949.7pp | 1494.92%-1484.4pp | 478.89%-468.3pp |
| Employer contribution / active EE | $216 | $3,226-93.3% | $2,961-92.7% | $4,840-95.5% |
| Participant deferral / active EE | $2,746 | $4,674-41.3% | $4,277-35.8% | $6,343-56.7% |
| Admin fee / account holder | $2,366 | $6,760-65.0% | $5,955-60.3% | $12,316-80.8% |