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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 | $4,137 | $176,688-97.7% | $130,660-96.8% | $152,897-97.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 22.94% | 2693.08%-2670.1pp | 1709.29%-1686.4pp | 345.43%-322.5pp |
| Employer contribution / active EE | $280 | $5,743-95.1% | $4,092-93.2% | $4,764-94.1% |
| Participant deferral / active EE | $502 | $4,362-88.5% | $3,603-86.1% | $5,851-91.4% |
| Admin fee / account holder | $314 | $7,131-95.6% | $5,463-94.3% | $11,599-97.3% |