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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 | $5,162 | $173,397-97.0% | $135,987-96.2% | $145,978-96.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 21.87% | 1165.22%-1143.3pp | 579.77%-557.9pp | 550.52%-528.6pp |
| Employer contribution / active EE | $1,455 | $5,281-72.5% | $4,214-65.5% | $4,662-68.8% |
| Participant deferral / active EE | $5,023 | $8,710-42.3% | $7,027-28.5% | $6,690-24.9% |
| Admin fee / account holder | $1,091,172 | $9,663+11192.6% | $6,716+16148.3% | $13,400+8042.9% |