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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 | $5,956 | $96,419-93.8% | $80,648-92.6% | $139,487-95.7% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 22.43% | 1352.86%-1330.4pp | 937.21%-914.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $409 | $3,261-87.5% | $2,724-85.0% | $4,755-91.4% |
| Participant deferral / active EE | $980 | $5,225-81.2% | $4,443-77.9% | $6,713-85.4% |
| Admin fee / account holder | $470 | $6,605-92.9% | $5,382-91.3% | $11,407-95.9% |