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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 | $1,765 | $149,040-98.8% | $120,225-98.5% | $137,256-98.7% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.93% | 605.68%-587.8pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $490 | $4,655-89.5% | $3,999-87.7% | $6,407-92.3% |
| Admin fee / account holder | $698 | $6,348-89.0% | $5,696-87.8% | $12,270-94.3% |