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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 | $109,830-98.7% | $98,452-98.6% | $167,497-99.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 10.55% | 1957.04%-1946.5pp | 1492.96%-1482.4pp | 478.62%-468.1pp |
| Employer contribution / active EE | $216 | $3,224-93.3% | $2,960-92.7% | $4,838-95.5% |
| Participant deferral / active EE | $2,746 | $4,673-41.2% | $4,276-35.8% | $6,341-56.7% |
| Admin fee / account holder | $2,366 | $6,751-65.0% | $5,948-60.2% | $12,310-80.8% |