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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 | $3,152 | $180,749-98.3% | $160,784-98.0% | $137,256-97.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 28.80% | 2234.46%-2205.7pp | 1803.92%-1775.1pp | 220.34%-191.5pp |
| Employer contribution / active EE | $916 | $4,155-77.9% | $3,733-75.5% | $4,156-78.0% |
| Participant deferral / active EE | $1,164 | $6,844-83.0% | $6,293-81.5% | $6,407-81.8% |
| Admin fee / account holder | $1,448 | $10,397-86.1% | $9,717-85.1% | $12,270-88.2% |