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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 | $552 | $58,275-99.1% | $81,844-99.3% | $80,935-99.3% |
| Participation rate | 9.3% | 63.5%-54.2pp | 72.4%-63.1pp | 67.7%-58.4pp |
| Annual return | 14.46% | 41.82%-27.4pp | 778.87%-764.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $1,064 | $2,346-54.6% | $2,916-63.5% | $2,757-61.4% |
| Participant deferral / active EE | $1,408 | $3,285-57.1% | $4,323-67.4% | $4,299-67.2% |
| Admin fee / account holder | $124,829 | $4,749+2528.7% | $7,355+1597.1% | $6,924+1702.8% |