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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 | $4,943 | $162,136-97.0% | $152,301-96.8% | $154,746-96.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 16.00% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,560 | $4,890-68.1% | $4,624-66.3% | $4,379-64.4% |
| Participant deferral / active EE | $5,850 | $8,341-29.9% | $8,004-26.9% | $6,730-13.1% |
| Admin fee / account holder | $838,179 | $15,759+5218.6% | $14,398+5721.6% | $14,365+5734.8% |