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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 | $1,363 | $227,633-99.4% | $189,597-99.3% | $167,553-99.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 8.30% | 78.45%-70.2pp | 64.20%-55.9pp | 478.89%-470.6pp |
| Employer contribution / active EE | $746 | $5,317-86.0% | $4,412-83.1% | $4,840-84.6% |
| Participant deferral / active EE | $1,492 | $7,003-78.7% | $6,174-75.8% | $6,343-76.5% |
| Admin fee / account holder | $3,825 | $11,879-67.8% | $9,807-61.0% | $12,316-68.9% |