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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 | $4,162 | $104,520-96.0% | $76,823-94.6% | $152,885-97.3% |
| Participation rate | 56.5% | 76.6%-20.1pp | 72.1%-15.6pp | 82.5%-25.9pp |
| Annual return | 19.91% | 1014.03%-994.1pp | 1166.42%-1146.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $1,548 | $3,117-50.3% | $2,302-32.8% | $4,763-67.5% |
| Participant deferral / active EE | $1,719 | $4,236-59.4% | $3,336-48.5% | $5,851-70.6% |
| Admin fee / account holder | $300 | $12,283-97.6% | $6,422-95.3% | $11,598-97.4% |