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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 | $1,959 | $175,231-98.9% | $149,696-98.7% | $139,466-98.6% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 18.19% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,770 | $5,478-67.7% | $4,821-63.3% | $4,754-62.8% |
| Participant deferral / active EE | $1,989 | $6,521-69.5% | $5,682-65.0% | $6,712-70.4% |
| Admin fee / account holder | $2,796 | $16,155-82.7% | $13,212-78.8% | $11,409-75.5% |