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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 | $2,055 | $60,139-96.6% | $90,461-97.7% | $79,856-97.4% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 21.10% | 71.96%-50.9pp | 1294.76%-1273.7pp | 31.71%-10.6pp |
| Employer contribution / active EE | $346 | $2,069-83.3% | $3,264-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $928 | $2,939-68.4% | $3,964-76.6% | $3,741-75.2% |
| Admin fee / account holder | $406 | $3,978-89.8% | $5,617-92.8% | $5,306-92.4% |