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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 | $5,651 | $234,190-97.6% | $180,320-96.9% | $198,609-97.2% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.5%-11.5pp | 82.4%-22.4pp |
| Annual return | 11.41% | 1057.44%-1046.0pp | 778.54%-767.1pp | 202.70%-191.3pp |
| Employer contribution / active EE | $943 | $5,258-82.1% | $4,108-77.0% | $5,055-81.3% |
| Participant deferral / active EE | $943 | $4,988-81.1% | $4,304-78.1% | $6,977-86.5% |
| Admin fee / account holder | $2,254 | $12,558-82.1% | $10,000-77.5% | $19,030-88.2% |