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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 | $1,003 | $72,071-98.6% | $68,368-98.5% | $137,256-99.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 31.19% | 353.14%-322.0pp | 292.57%-261.4pp | 220.34%-189.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $655 | $4,410-85.1% | $4,123-84.1% | $6,407-89.8% |
| Admin fee / account holder | $1,131 | $5,336-78.8% | $5,150-78.0% | $12,270-90.8% |