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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 | $2,159 | $234,190-99.1% | $180,320-98.8% | $198,609-98.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 6.94% | 1057.44%-1050.5pp | 778.54%-771.6pp | 202.70%-195.8pp |
| Employer contribution / active EE | $1,204 | $5,258-77.1% | $4,108-70.7% | $5,055-76.2% |
| Participant deferral / active EE | $2,407 | $4,988-51.8% | $4,304-44.1% | $6,977-65.5% |
| Admin fee / account holder | $47,567 | $12,558+278.8% | $10,000+375.7% | $19,030+150.0% |