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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 | $4,599 | $104,106-95.6% | $71,086-93.5% | $135,379-96.6% |
| Participation rate | 41.7% | 65.7%-24.0pp | 54.7%-13.0pp | 82.6%-41.0pp |
| Annual return | 4.13% | 1256.30%-1252.2pp | 650.59%-646.5pp | 519.79%-515.7pp |
| Employer contribution / active EE | $153 | $1,485-89.7% | $1,088-85.9% | $4,779-96.8% |
| Participant deferral / active EE | $306 | $2,527-87.9% | $1,874-83.7% | $5,609-94.5% |
| Admin fee / account holder | $30,173 | $4,142+628.5% | $3,082+878.9% | $10,828+178.7% |