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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 | $2,619 | $109,863-97.6% | $98,477-97.3% | $167,518-98.4% |
| Participation rate | 6.7% | 75.8%-69.2pp | 73.3%-66.7pp | 82.1%-75.4pp |
| Annual return | 19.25% | 1958.09%-1938.8pp | 1493.59%-1474.3pp | 478.71%-459.5pp |
| Employer contribution / active EE | $436 | $3,225-86.5% | $2,961-85.3% | $4,838-91.0% |
| Participant deferral / active EE | $1,300 | $4,673-72.2% | $4,276-69.6% | $6,342-79.5% |
| Admin fee / account holder | $150,666 | $6,755+2130.4% | $5,951+2431.8% | $12,312+1123.7% |