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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 | $3,954 | $102,663-96.1% | $86,216-95.4% | $139,466-97.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 28.31% | 1924.52%-1896.2pp | 1169.42%-1141.1pp | 373.66%-345.4pp |
| Employer contribution / active EE | $1,318 | $3,035-56.6% | $2,382-44.7% | $4,754-72.3% |
| Participant deferral / active EE | $3,051 | $4,677-34.8% | $3,986-23.5% | $6,712-54.5% |
| Admin fee / account holder | $8,199 | $8,663-5.4% | $6,853+19.6% | $11,409-28.1% |