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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 | $5,996 | $109,872-94.5% | $98,483-93.9% | $167,536-96.4% |
| Participation rate | 52.4% | 75.8%-23.5pp | 73.3%-21.0pp | 82.1%-29.7pp |
| Annual return | 15.30% | 1959.31%-1944.0pp | 1494.38%-1479.1pp | 478.82%-463.5pp |
| Employer contribution / active EE | $982 | $3,225-69.5% | $2,961-66.8% | $4,839-79.7% |
| Participant deferral / active EE | $1,170 | $4,673-75.0% | $4,276-72.6% | $6,342-81.5% |
| Admin fee / account holder | $534 | $6,757-92.1% | $5,953-91.0% | $12,315-95.7% |