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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 | $1,717 | $102,595-98.3% | $94,057-98.2% | $154,746-98.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 10.43% | 583.42%-573.0pp | 480.62%-470.2pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,036 | $3,147-67.1% | $2,933-64.7% | $4,379-76.3% |
| Participant deferral / active EE | $2,188 | $5,118-57.3% | $4,709-53.5% | $6,730-67.5% |
| Admin fee / account holder | $40,357 | $7,736+421.7% | $7,244+457.1% | $14,365+180.9% |