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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 | $5,934 | $73,421-91.9% | $66,439-91.1% | $155,188-96.2% |
| Participation rate | 45.5% | 79.7%-34.2pp | 74.5%-29.0pp | 80.8%-35.3pp |
| Annual return | 12.64% | 1382.37%-1369.7pp | 757.66%-745.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,308 | $4,680-72.0% | $3,876-66.2% | $6,531-80.0% |
| Admin fee / account holder | $2,930 | $8,856-66.9% | $6,173-52.5% | $14,480-79.8% |