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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 | $4,576 | $177,353-97.4% | $158,226-97.1% | $198,609-97.7% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | 12.35% | 599.50%-587.1pp | 501.41%-489.1pp | 202.70%-190.3pp |
| Employer contribution / active EE | $961 | $3,239-70.3% | $2,986-67.8% | $5,055-81.0% |
| Participant deferral / active EE | $1,561 | $4,615-66.2% | $4,317-63.8% | $6,977-77.6% |
| Admin fee / account holder | $4,007 | $10,960-63.4% | $10,217-60.8% | $19,030-78.9% |