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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 | $491 | $181,062-99.7% | $158,223-99.7% | $155,188-99.7% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 10.53% | 57.39%-46.9pp | 52.09%-41.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $2,217 | $4,565-51.4% | $4,109-46.0% | $4,248-47.8% |
| Participant deferral / active EE | $7,198 | $6,134+17.3% | $5,467+31.7% | $6,531+10.2% |
| Admin fee / account holder | $428,033 | $18,825+2173.8% | $16,047+2567.3% | $14,480+2856.1% |