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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 | $2,101 | $99,031-97.9% | $86,597-97.6% | $147,585-98.6% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 26.68% | 1312.56%-1285.9pp | 964.96%-938.3pp | 578.57%-551.9pp |
| Employer contribution / active EE | $3,565 | $3,132+13.8% | $2,840+25.5% | $4,876-26.9% |
| Participant deferral / active EE | $3,565 | $3,972-10.3% | $3,609-1.2% | $5,439-34.5% |
| Admin fee / account holder | $19,347 | $5,711+238.8% | $4,906+294.4% | $10,885+77.7% |