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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 | $1,501 | $88,815-98.3% | $81,882-98.2% | $145,897-99.0% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 10.64% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $634 | $3,086-79.4% | $2,916-78.2% | $4,663-86.4% |
| Participant deferral / active EE | $1,095 | $4,647-76.4% | $4,323-74.7% | $6,689-83.6% |
| Admin fee / account holder | $372 | $8,434-95.6% | $7,360-94.9% | $13,390-97.2% |