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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 | $6,429 | $109,905-94.2% | $98,506-93.5% | $167,553-96.2% |
| Participation rate | 45.0% | 75.8%-30.8pp | 73.3%-28.3pp | 82.1%-37.1pp |
| Annual return | 11.89% | 1960.20%-1948.3pp | 1494.92%-1483.0pp | 478.89%-467.0pp |
| Employer contribution / active EE | $1,017 | $3,226-68.5% | $2,961-65.6% | $4,840-79.0% |
| Participant deferral / active EE | $2,048 | $4,674-56.2% | $4,277-52.1% | $6,343-67.7% |
| Admin fee / account holder | $1,378 | $6,760-79.6% | $5,955-76.9% | $12,316-88.8% |