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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 | $1,655 | $68,097-97.6% | $62,929-97.4% | $137,256-98.8% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 16.32% | 1859.11%-1842.8pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $374 | $2,811-86.7% | $2,505-85.1% | $4,156-91.0% |
| Participant deferral / active EE | $991 | $4,553-78.2% | $3,888-74.5% | $6,407-84.5% |
| Admin fee / account holder | $1,579 | $6,521-75.8% | $5,065-68.8% | $12,270-87.1% |