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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 | $1,799 | $100,895-98.2% | $90,430-98.0% | $158,950-98.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 15.02% | 1725.54%-1710.5pp | 1293.73%-1278.7pp | 302.91%-287.9pp |
| Employer contribution / active EE | $359 | $3,689-90.3% | $3,262-89.0% | $4,762-92.5% |
| Participant deferral / active EE | $764 | $4,347-82.4% | $3,963-80.7% | $5,983-87.2% |
| Admin fee / account holder | $1,006 | $6,505-84.5% | $5,613-82.1% | $11,248-91.1% |