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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 | $5,427 | $109,872-95.1% | $98,483-94.5% | $167,536-96.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 22.45% | 1959.31%-1936.9pp | 1494.38%-1471.9pp | 478.82%-456.4pp |
| Employer contribution / active EE | $893 | $3,225-72.3% | $2,961-69.9% | $4,839-81.6% |
| Participant deferral / active EE | $1,359 | $4,673-70.9% | $4,276-68.2% | $6,342-78.6% |
| Admin fee / account holder | $744 | $6,757-89.0% | $5,953-87.5% | $12,315-94.0% |