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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 | $3,314 | $100,938-96.7% | $90,461-96.3% | $158,982-97.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 45.78% | 1727.20%-1681.4pp | 1294.76%-1249.0pp | 302.99%-257.2pp |
| Employer contribution / active EE | $471 | $3,691-87.3% | $3,264-85.6% | $4,763-90.1% |
| Participant deferral / active EE | $1,087 | $4,350-75.0% | $3,964-72.6% | $5,983-81.8% |
| Admin fee / account holder | $929 | $6,510-85.7% | $5,617-83.5% | $11,252-91.7% |