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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 | $273 | $111,814-99.8% | $103,378-99.7% | $145,978-99.8% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 14.89% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,427 | $4,215-66.1% | $3,870-63.1% | $4,662-69.4% |
| Participant deferral / active EE | $1,957 | $5,618-65.2% | $5,058-61.3% | $6,690-70.8% |
| Admin fee / account holder | $218,449 | $9,764+2137.3% | $8,401+2500.3% | $13,400+1530.2% |