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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 | $5,855 | $84,685-93.1% | $73,836-92.1% | $125,389-95.3% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | 0.99% | 3123.80%-3122.8pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $52 | $3,123-98.3% | $2,787-98.1% | $4,866-98.9% |
| Participant deferral / active EE | $608 | $3,993-84.8% | $3,583-83.0% | $5,352-88.6% |
| Admin fee / account holder | $12,640 | $5,694+122.0% | $4,882+158.9% | $9,541+32.5% |