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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 | $10,568 | $99,652-89.4% | $78,778-86.6% | $147,586-92.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 8.23% | 47.28%-39.1pp | 35.62%-27.4pp | 578.59%-570.4pp |
| Employer contribution / active EE | $750 | $2,796-73.2% | $1,986-62.2% | $4,876-84.6% |
| Participant deferral / active EE | $1,831 | $3,664-50.0% | $2,958-38.1% | $5,439-66.3% |
| Admin fee / account holder | $52,237 | $7,155+630.0% | $5,134+917.5% | $10,886+379.9% |