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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 | $3,563 | $104,520-96.6% | $76,823-95.4% | $152,885-97.7% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 22.49% | 1014.03%-991.5pp | 1166.42%-1143.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $604 | $3,117-80.6% | $2,302-73.8% | $4,763-87.3% |
| Participant deferral / active EE | $1,842 | $4,236-56.5% | $3,336-44.8% | $5,851-68.5% |
| Admin fee / account holder | $325 | $12,283-97.4% | $6,422-94.9% | $11,598-97.2% |