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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 | $19 | $88,815-100.0% | $81,882-100.0% | $145,897-100.0% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 16.04% | 1033.75%-1017.7pp | 779.47%-763.4pp | 552.29%-536.3pp |
| Employer contribution / active EE | $879 | $3,086-71.5% | $2,916-69.8% | $4,663-81.1% |
| Participant deferral / active EE | $5,802 | $4,647+24.8% | $4,323+34.2% | $6,689-13.3% |
| Admin fee / account holder | $317,221 | $8,434+3661.0% | $7,360+4210.3% | $13,390+2269.0% |