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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 | $1,027 | $129,476-99.2% | $93,515-98.9% | $158,982-99.4% |
| Participation rate | 50.0% | 71.0%-21.0pp | 66.8%-16.8pp | 82.0%-32.0pp |
| Annual return | 38.88% | 118.56%-79.7pp | 78.21%-39.3pp | 302.99%-264.1pp |
| Employer contribution / active EE | $0 | $2,717-100.0% | $2,077-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $446 | $3,916-88.6% | $3,129-85.7% | $5,983-92.5% |
| Admin fee / account holder | $342 | $7,396-95.4% | $5,235-93.5% | $11,252-97.0% |