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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 | $1,000 | $99,995-99.0% | $85,063-98.8% | $145,978-99.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.60% | 83.99%-75.4pp | 66.54%-57.9pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,206 | $3,231-62.7% | $2,727-55.8% | $4,662-74.1% |
| Participant deferral / active EE | $2,048 | $5,295-61.3% | $4,523-54.7% | $6,690-69.4% |
| Admin fee / account holder | $10,030 | $7,255+38.3% | $6,155+63.0% | $13,400-25.1% |