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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 | $2,886 | $88,815-96.8% | $81,882-96.5% | $145,897-98.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.73% | 1033.75%-1021.0pp | 779.47%-766.7pp | 552.29%-539.6pp |
| Employer contribution / active EE | $446 | $3,086-85.6% | $2,916-84.7% | $4,663-90.4% |
| Participant deferral / active EE | $1,109 | $4,647-76.1% | $4,323-74.3% | $6,689-83.4% |
| Admin fee / account holder | $2,158 | $8,434-74.4% | $7,360-70.7% | $13,390-83.9% |