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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 | $12,672 | $176,688-92.8% | $130,660-90.3% | $152,909-91.7% |
| Participation rate | 16.7% | 79.0%-62.3pp | 71.7%-55.1pp | 82.5%-65.8pp |
| Annual return | 10.65% | 2693.08%-2682.4pp | 1709.29%-1698.6pp | 345.46%-334.8pp |
| Employer contribution / active EE | $198 | $5,743-96.5% | $4,092-95.2% | $4,764-95.8% |
| Participant deferral / active EE | $412 | $4,362-90.6% | $3,603-88.6% | $5,851-93.0% |
| Admin fee / account holder | $25,666 | $7,131+259.9% | $5,463+369.8% | $11,601+121.2% |