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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 | $13,858 | $176,688-92.2% | $130,660-89.4% | $152,897-90.9% |
| Participation rate | 16.7% | 79.0%-62.3pp | 71.7%-55.1pp | 82.5%-65.8pp |
| Annual return | 12.10% | 2693.08%-2681.0pp | 1709.29%-1697.2pp | 345.43%-333.3pp |
| Employer contribution / active EE | $139 | $5,743-97.6% | $4,092-96.6% | $4,764-97.1% |
| Participant deferral / active EE | $181 | $4,362-95.9% | $3,603-95.0% | $5,851-96.9% |
| Admin fee / account holder | $32,317 | $7,131+353.2% | $5,463+491.5% | $11,599+178.6% |