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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 | $4,714 | $169,356-97.2% | $129,406-96.4% | $145,897-96.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 10.65% | 14418.62%-14408.0pp | 9468.18%-9457.5pp | 552.29%-541.6pp |
| Employer contribution / active EE | $957 | $5,542-82.7% | $4,155-77.0% | $4,663-79.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $695 | $9,915-93.0% | $7,689-91.0% | $13,390-94.8% |