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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 | $4,714 | $169,336-97.2% | $129,384-96.4% | $145,884-96.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.65% | 14408.70%-14398.1pp | 9461.77%-9451.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $957 | $5,540-82.7% | $4,153-77.0% | $4,662-79.5% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $695 | $9,912-93.0% | $7,686-91.0% | $13,392-94.8% |