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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 | $3,994 | $109,872-96.4% | $98,483-95.9% | $167,536-97.6% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 324.47% | 1959.31%-1634.8pp | 1494.38%-1169.9pp | 478.82%-154.3pp |
| Employer contribution / active EE | $789 | $3,225-75.5% | $2,961-73.3% | $4,839-83.7% |
| Participant deferral / active EE | $1,705 | $4,673-63.5% | $4,276-60.1% | $6,342-73.1% |
| Admin fee / account holder | $531 | $6,757-92.1% | $5,953-91.1% | $12,315-95.7% |