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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 | $4,200 | $97,732-95.7% | $83,831-95.0% | $135,380-96.9% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | 3.28% | 1287.56%-1284.3pp | 850.99%-847.7pp | 519.81%-516.5pp |
| Employer contribution / active EE | $778 | $4,222-81.6% | $3,631-78.6% | $4,779-83.7% |
| Participant deferral / active EE | $1,191 | $4,683-74.6% | $4,082-70.8% | $5,609-78.8% |
| Admin fee / account holder | $20,317 | $6,675+204.4% | $5,479+270.8% | $10,828+87.6% |