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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 | $1,209 | $88,702-98.6% | $81,780-98.5% | $145,978-99.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 19.87% | 1029.12%-1009.2pp | 776.27%-756.4pp | 550.52%-530.6pp |
| Employer contribution / active EE | $755 | $3,084-75.5% | $2,914-74.1% | $4,662-83.8% |
| Participant deferral / active EE | $768 | $4,645-83.5% | $4,321-82.2% | $6,690-88.5% |
| Admin fee / account holder | $2,279 | $8,414-72.9% | $7,384-69.1% | $13,400-83.0% |