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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 | $655 | $88,702-99.3% | $81,780-99.2% | $145,978-99.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 19.18% | 1029.12%-1009.9pp | 776.27%-757.1pp | 550.52%-531.3pp |
| Employer contribution / active EE | $660 | $3,084-78.6% | $2,914-77.4% | $4,662-85.8% |
| Participant deferral / active EE | $1,385 | $4,645-70.2% | $4,321-68.0% | $6,690-79.3% |
| Admin fee / account holder | $80,724 | $8,414+859.4% | $7,384+993.2% | $13,400+502.4% |