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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 | $4,262 | $169,336-97.5% | $129,384-96.7% | $145,884-97.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 13.28% | 14408.70%-14395.4pp | 9461.77%-9448.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $932 | $5,540-83.2% | $4,153-77.6% | $4,662-80.0% |
| Participant deferral / active EE | $932 | $4,985-81.3% | $4,166-77.6% | $6,690-86.1% |
| Admin fee / account holder | $2,840 | $9,912-71.3% | $7,686-63.0% | $13,392-78.8% |