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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 | $1,111 | $162,529-99.3% | $130,788-99.2% | $154,746-99.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 12.49% | 510.48%-498.0pp | 386.44%-373.9pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $575 | $4,808-88.0% | $4,137-86.1% | $6,730-91.5% |
| Admin fee / account holder | $621 | $7,669-91.9% | $6,673-90.7% | $14,365-95.7% |