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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 | $5,325 | $172,111-96.9% | $150,298-96.5% | $137,256-96.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.05% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,186 | $4,636-31.3% | $4,154-23.3% | $4,156-23.3% |
| Participant deferral / active EE | $6,190 | $6,166+0.4% | $5,453+13.5% | $6,407-3.4% |
| Admin fee / account holder | $1,550,244 | $16,471+9312.0% | $14,116+10882.4% | $12,270+12534.3% |