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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 | $3,010 | $99,011-97.0% | $86,582-96.5% | $147,586-98.0% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.85% | 1312.75%-1295.9pp | 965.08%-948.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $2,711 | $3,132-13.4% | $2,839-4.5% | $4,876-44.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,929 | $5,709-66.2% | $4,904-60.7% | $10,886-82.3% |