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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 | $5,386 | $60,119-91.0% | $90,414-94.0% | $79,860-93.3% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.8pp |
| Annual return | 21.91% | 71.94%-50.0pp | 1293.19%-1271.3pp | 31.72%-9.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,085 | $2,938-63.1% | $3,963-72.6% | $3,740-71.0% |
| Admin fee / account holder | $1,083 | $3,976-72.8% | $5,611-80.7% | $5,306-79.6% |