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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 | $5,354 | $100,911-94.7% | $90,440-94.1% | $158,966-96.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 24.96% | 1726.62%-1701.7pp | 1294.38%-1269.4pp | 302.95%-278.0pp |
| Employer contribution / active EE | $1,728 | $3,690-53.2% | $3,263-47.0% | $4,762-63.7% |
| Participant deferral / active EE | $2,058 | $4,348-52.7% | $3,964-48.1% | $5,983-65.6% |
| Admin fee / account holder | $322 | $6,507-95.0% | $5,615-94.3% | $11,250-97.1% |