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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 | $3,233 | $149,040-97.8% | $120,225-97.3% | $137,256-97.6% |
| Participation rate | 9.1% | 75.4%-66.3pp | 69.6%-60.5pp | 80.0%-70.9pp |
| Annual return | 23.14% | 605.68%-582.5pp | 439.23%-416.1pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $560 | $4,655-88.0% | $3,999-86.0% | $6,407-91.3% |
| Admin fee / account holder | $2,784 | $6,348-56.1% | $5,696-51.1% | $12,270-77.3% |