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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 | $1,691 | $100,911-98.3% | $90,440-98.1% | $158,966-98.9% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 25.58% | 1726.62%-1701.0pp | 1294.38%-1268.8pp | 302.95%-277.4pp |
| Employer contribution / active EE | $204 | $3,690-94.5% | $3,263-93.8% | $4,762-95.7% |
| Participant deferral / active EE | $1,025 | $4,348-76.4% | $3,964-74.2% | $5,983-82.9% |
| Admin fee / account holder | $355 | $6,507-94.6% | $5,615-93.7% | $11,250-96.8% |