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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 | $5,287 | $169,237-96.9% | $129,339-95.9% | $145,978-96.4% |
| Participation rate | 31.6% | 76.5%-44.9pp | 69.6%-38.1pp | 80.3%-48.7pp |
| Annual return | 83.01% | 14364.43%-14281.4pp | 9437.05%-9354.0pp | 550.52%-467.5pp |
| Employer contribution / active EE | $595 | $5,540-89.3% | $4,154-85.7% | $4,662-87.2% |
| Participant deferral / active EE | $1,368 | $4,991-72.6% | $4,170-67.2% | $6,690-79.6% |
| Admin fee / account holder | $2,661 | $9,882-73.1% | $7,668-65.3% | $13,400-80.1% |