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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 | $6,036 | $109,872-94.5% | $98,483-93.9% | $167,536-96.4% |
| Participation rate | 52.9% | 75.8%-22.9pp | 73.3%-20.4pp | 82.1%-29.2pp |
| Annual return | 20.89% | 1959.31%-1938.4pp | 1494.38%-1473.5pp | 478.82%-457.9pp |
| Employer contribution / active EE | $471 | $3,225-85.4% | $2,961-84.1% | $4,839-90.3% |
| Participant deferral / active EE | $2,019 | $4,673-56.8% | $4,276-52.8% | $6,342-68.2% |
| Admin fee / account holder | $2,757 | $6,757-59.2% | $5,953-53.7% | $12,315-77.6% |