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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 | $3,770 | $109,372-96.6% | $89,414-95.8% | $158,966-97.6% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.0%-31.6pp | 82.0%-45.6pp |
| Annual return | 44.44% | 345.55%-301.1pp | 245.50%-201.1pp | 302.95%-258.5pp |
| Employer contribution / active EE | $304 | $3,171-90.4% | $2,586-88.2% | $4,762-93.6% |
| Participant deferral / active EE | $993 | $4,598-78.4% | $3,890-74.5% | $5,983-83.4% |
| Admin fee / account holder | $609 | $6,156-90.1% | $4,883-87.5% | $11,250-94.6% |