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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 | $2,629 | $180,749-98.5% | $160,784-98.4% | $137,256-98.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 16.17% | 2234.46%-2218.3pp | 1803.92%-1787.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,792 | $4,155-56.9% | $3,733-52.0% | $4,156-56.9% |
| Participant deferral / active EE | $2,394 | $6,844-65.0% | $6,293-62.0% | $6,407-62.6% |
| Admin fee / account holder | $2,322 | $10,397-77.7% | $9,717-76.1% | $12,270-81.1% |