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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 | $2,648 | $70,121-96.2% | $63,803-95.8% | $138,895-98.1% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 15.44% | 946.48%-931.0pp | 543.72%-528.3pp | 145.39%-129.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,673 | $4,535+245.6% | $3,843+307.8% | $6,396+145.0% |
| Admin fee / account holder | $152,466 | $6,738+2162.9% | $5,196+2834.0% | $12,562+1113.7% |