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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 | $4,167 | $72,465-94.3% | $67,575-93.8% | $145,884-97.1% |
| Participation rate | 53.3% | 76.9%-23.5pp | 72.9%-19.6pp | 80.3%-27.0pp |
| Annual return | 18.68% | 7222.56%-7203.9pp | 3528.98%-3510.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,670 | $4,786-65.1% | $4,003-58.3% | $6,690-75.0% |
| Admin fee / account holder | $569 | $5,515-89.7% | $3,993-85.8% | $13,392-95.8% |