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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 | $3,633 | $181,062-98.0% | $158,223-97.7% | $155,188-97.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 11.43% | 57.39%-46.0pp | 52.09%-40.7pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,117 | $4,565-75.5% | $4,109-72.8% | $4,248-73.7% |
| Participant deferral / active EE | $5,853 | $6,134-4.6% | $5,467+7.1% | $6,531-10.4% |
| Admin fee / account holder | $398,683 | $18,825+2017.9% | $16,047+2384.5% | $14,480+2653.4% |