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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 | $5,634 | $108,695-94.8% | $74,722-92.5% | $152,897-96.3% |
| Participation rate | 13.3% | 65.4%-52.0pp | 54.5%-41.1pp | 82.5%-69.1pp |
| Annual return | 15.29% | 114.11%-98.8pp | 753.11%-737.8pp | 345.43%-330.1pp |
| Employer contribution / active EE | $20 | $1,504-98.7% | $1,084-98.1% | $4,764-99.6% |
| Participant deferral / active EE | $246 | $2,712-90.9% | $1,963-87.5% | $5,851-95.8% |
| Admin fee / account holder | $5,875 | $4,906+19.7% | $3,335+76.2% | $11,599-49.4% |