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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 | $1,129 | $110,551-99.0% | $80,741-98.6% | $167,518-99.3% |
| Participation rate | 40.0% | 64.0%-24.0pp | 54.2%-14.2pp | 82.1%-42.1pp |
| Annual return | 20.36% | 120.57%-100.2pp | 87.30%-66.9pp | 478.71%-458.4pp |
| Employer contribution / active EE | $939 | $1,543-39.1% | $1,160-19.0% | $4,838-80.6% |
| Participant deferral / active EE | $1,229 | $2,870-57.2% | $2,145-42.7% | $6,342-80.6% |
| Admin fee / account holder | $387 | $4,547-91.5% | $3,380-88.5% | $12,312-96.9% |