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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 | $869 | $88,778-99.0% | $81,844-98.9% | $145,884-99.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 17.74% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $427 | $3,087-86.2% | $2,916-85.3% | $4,662-90.8% |
| Participant deferral / active EE | $2,037 | $4,648-56.2% | $4,323-52.9% | $6,690-69.6% |
| Admin fee / account holder | $17,167 | $8,430+103.6% | $7,355+133.4% | $13,392+28.2% |