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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 | $5,875 | $56,197-89.5% | $67,652-91.3% | $59,633-90.1% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -1.35% | 18508.10%-18509.5pp | 6625.40%-6626.8pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $851 | $1,615-47.3% | $2,266-62.4% | $2,203-61.3% |
| Participant deferral / active EE | $1,642 | $2,844-42.3% | $3,560-53.9% | $3,192-48.6% |
| Admin fee / account holder | $2,072 | $3,958-47.7% | $4,821-57.0% | $4,297-51.8% |