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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 | $88,702-98.0% | $81,780-97.8% | $145,978-98.8% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 18.54% | 1029.12%-1010.6pp | 776.27%-757.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $771 | $3,084-75.0% | $2,914-73.5% | $4,662-83.5% |
| Participant deferral / active EE | $4,796 | $4,645+3.2% | $4,321+11.0% | $6,690-28.3% |
| Admin fee / account holder | $36,371 | $8,414+332.2% | $7,384+392.6% | $13,400+171.4% |