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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 | $6,494 | $60,119-89.2% | $90,430-92.8% | $79,858-91.9% |
| Participation rate | 53.8% | 65.0%-11.1pp | 72.7%-18.8pp | 69.6%-15.8pp |
| Annual return | 18.00% | 71.94%-53.9pp | 1293.73%-1275.7pp | 31.72%-13.7pp |
| Employer contribution / active EE | $394 | $2,068-80.9% | $3,262-87.9% | $2,471-84.1% |
| Participant deferral / active EE | $1,446 | $2,938-50.8% | $3,963-63.5% | $3,740-61.4% |
| Admin fee / account holder | $2,388 | $3,976-39.9% | $5,613-57.5% | $5,306-55.0% |