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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 | $3,522 | $156,970-97.8% | $121,210-97.1% | $139,487-97.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 14.08% | 1477.10%-1463.0pp | 987.41%-973.3pp | 373.84%-359.8pp |
| Employer contribution / active EE | $854 | $5,546-84.6% | $4,171-79.5% | $4,755-82.0% |
| Participant deferral / active EE | $854 | $4,849-82.4% | $4,084-79.1% | $6,713-87.3% |
| Admin fee / account holder | $2,889 | $6,947-58.4% | $5,647-48.8% | $11,407-74.7% |