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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 | $4,101 | $90,607-95.5% | $79,467-94.8% | $135,380-97.0% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 2.22% | 977.74%-975.5pp | 718.30%-716.1pp | 519.81%-517.6pp |
| Employer contribution / active EE | $1,001 | $3,068-67.4% | $2,800-64.2% | $4,779-79.1% |
| Participant deferral / active EE | $2,239 | $4,050-44.7% | $3,704-39.6% | $5,609-60.1% |
| Admin fee / account holder | $75,486 | $5,895+1180.5% | $5,104+1378.9% | $10,828+597.1% |