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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 | $3,472 | $169,237-97.9% | $129,339-97.3% | $145,978-97.6% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.84% | 14364.43%-14351.6pp | 9437.05%-9424.2pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,583 | $5,540-71.4% | $4,154-61.9% | $4,662-66.0% |
| Participant deferral / active EE | $2,187 | $4,991-56.2% | $4,170-47.5% | $6,690-67.3% |
| Admin fee / account holder | $1,625 | $9,882-83.6% | $7,668-78.8% | $13,400-87.9% |