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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 | $1,734 | $96,388-98.2% | $80,627-97.8% | $139,466-98.8% |
| Participation rate | 68.8% | 73.6%-4.9pp | 67.0%+1.7pp | 80.3%-11.6pp |
| Annual return | 17.83% | 1352.08%-1334.2pp | 936.76%-918.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $432 | $3,260-86.8% | $2,723-84.1% | $4,754-90.9% |
| Participant deferral / active EE | $882 | $5,224-83.1% | $4,443-80.2% | $6,712-86.9% |
| Admin fee / account holder | $620 | $6,603-90.6% | $5,381-88.5% | $11,409-94.6% |