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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 | $1,697 | $103,000-98.4% | $90,300-98.1% | $152,885-98.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 28.89% | 95.19%-66.3pp | 78.11%-49.2pp | 345.39%-316.5pp |
| Employer contribution / active EE | $3,379 | $3,138+7.6% | $2,854+18.4% | $4,763-29.1% |
| Participant deferral / active EE | $1,170 | $4,281-72.7% | $3,884-69.9% | $5,851-80.0% |
| Admin fee / account holder | $2,164 | $6,173-64.9% | $5,353-59.6% | $11,598-81.3% |