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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 | $5,248 | $60,128-91.3% | $90,440-94.2% | $79,852-93.4% |
| Participation rate | 55.2% | 65.0%-9.8pp | 72.7%-17.5pp | 69.6%-14.5pp |
| Annual return | 13.10% | 71.95%-58.9pp | 1294.38%-1281.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,134 | $2,939-61.4% | $3,964-71.4% | $3,740-69.7% |
| Admin fee / account holder | $552 | $3,977-86.1% | $5,615-90.2% | $5,306-89.6% |