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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 | $11,355 | $138,072-91.8% | $123,549-90.8% | $135,382-91.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.47% | 153.69%-152.2pp | 119.20%-117.7pp | 519.77%-518.3pp |
| Employer contribution / active EE | $1,789 | $5,152-65.3% | $4,628-61.3% | $4,779-62.6% |
| Participant deferral / active EE | $3,849 | $6,799-43.4% | $6,426-40.1% | $5,609-31.4% |
| Admin fee / account holder | $21,667 | $10,917+98.5% | $9,284+133.4% | $10,829+100.1% |