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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 | $1,796 | $88,815-98.0% | $81,882-97.8% | $145,897-98.8% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 18.54% | 1033.75%-1015.2pp | 779.47%-760.9pp | 552.29%-533.8pp |
| Employer contribution / active EE | $771 | $3,086-75.0% | $2,916-73.6% | $4,663-83.5% |
| Participant deferral / active EE | $4,796 | $4,647+3.2% | $4,323+10.9% | $6,689-28.3% |
| Admin fee / account holder | $36,371 | $8,434+331.2% | $7,360+394.2% | $13,390+171.6% |