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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 | $225,673-98.8% | $203,872-98.7% | $155,188-98.3% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 16.17% | 95.91%-79.7pp | 85.11%-68.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $1,792 | $4,099-56.3% | $3,757-52.3% | $4,248-57.8% |
| Participant deferral / active EE | $2,394 | $6,893-65.3% | $6,388-62.5% | $6,531-63.3% |
| Admin fee / account holder | $2,322 | $12,327-81.2% | $11,730-80.2% | $14,480-84.0% |