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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 | $3,080 | $88,778-96.5% | $81,844-96.2% | $145,884-97.9% |
| Participation rate | 69.2% | 75.1%-5.8pp | 72.4%-3.2pp | 80.3%-11.1pp |
| Annual return | 10.14% | 1033.03%-1022.9pp | 778.87%-768.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $773 | $4,648-83.4% | $4,323-82.1% | $6,690-88.4% |
| Admin fee / account holder | $1,084 | $8,430-87.1% | $7,355-85.3% | $13,392-91.9% |