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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 | $2,443 | $104,106-97.7% | $71,086-96.6% | $135,379-98.2% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | 5.09% | 1256.30%-1251.2pp | 650.59%-645.5pp | 519.79%-514.7pp |
| Employer contribution / active EE | $602 | $1,485-59.4% | $1,088-44.6% | $4,779-87.4% |
| Participant deferral / active EE | $608 | $2,527-76.0% | $1,874-67.6% | $5,609-89.2% |
| Admin fee / account holder | $17,760 | $4,142+328.8% | $3,082+476.2% | $10,828+64.0% |