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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 | $20,787 | $177,353-88.3% | $158,226-86.9% | $198,609-89.5% |
| Participation rate | 33.3% | 77.0%-43.7pp | 74.8%-41.5pp | 82.4%-49.0pp |
| Annual return | 6.02% | 599.50%-593.5pp | 501.41%-495.4pp | 202.70%-196.7pp |
| Employer contribution / active EE | $1,129 | $3,239-65.1% | $2,986-62.2% | $5,055-77.7% |
| Participant deferral / active EE | $3,832 | $4,615-17.0% | $4,317-11.2% | $6,977-45.1% |
| Admin fee / account holder | $340,976 | $10,960+3011.0% | $10,217+3237.5% | $19,030+1691.8% |