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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 | $6,428 | $109,872-94.1% | $98,483-93.5% | $167,536-96.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 10.54% | 1959.31%-1948.8pp | 1494.38%-1483.8pp | 478.82%-468.3pp |
| Employer contribution / active EE | $1,255 | $3,225-61.1% | $2,961-57.6% | $4,839-74.1% |
| Participant deferral / active EE | $1,633 | $4,673-65.1% | $4,276-61.8% | $6,342-74.3% |
| Admin fee / account holder | $1,703 | $6,757-74.8% | $5,953-71.4% | $12,315-86.2% |