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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 | $3,889 | $102,595-96.2% | $94,057-95.9% | $154,746-97.5% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 19.76% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $667 | $3,147-78.8% | $2,933-77.3% | $4,379-84.8% |
| Participant deferral / active EE | $1,275 | $5,118-75.1% | $4,709-72.9% | $6,730-81.0% |
| Admin fee / account holder | $18,487 | $7,736+139.0% | $7,244+155.2% | $14,365+28.7% |