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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 | $233 | $88,815-99.7% | $81,882-99.7% | $145,897-99.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 12.53% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.8pp |
| Employer contribution / active EE | $7,338 | $3,086+137.7% | $2,916+151.6% | $4,663+57.4% |
| Participant deferral / active EE | $10,460 | $4,647+125.1% | $4,323+142.0% | $6,689+56.4% |
| Admin fee / account holder | $285,972 | $8,434+3290.6% | $7,360+3785.7% | $13,390+2035.7% |