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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 | $4,701 | $90,606-94.8% | $79,466-94.1% | $135,379-96.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | 2.85% | 977.69%-974.8pp | 718.28%-715.4pp | 519.79%-516.9pp |
| Employer contribution / active EE | $2,194 | $3,068-28.5% | $2,800-21.7% | $4,779-54.1% |
| Participant deferral / active EE | $4,719 | $4,050+16.5% | $3,704+27.4% | $5,609-15.9% |
| Admin fee / account holder | $84,766 | $5,895+1338.0% | $5,104+1560.8% | $10,828+682.8% |