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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 | $5,009 | $81,696-93.9% | $70,494-92.9% | $158,982-96.8% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 7.28% | 208.70%-201.4pp | 109.16%-101.9pp | 302.99%-295.7pp |
| Employer contribution / active EE | $1,236 | $3,220-61.6% | $2,738-54.9% | $4,763-74.1% |
| Participant deferral / active EE | $1,255 | $4,558-72.5% | $3,711-66.2% | $5,983-79.0% |
| Admin fee / account holder | $9,147 | $6,200+47.5% | $3,848+137.7% | $11,252-18.7% |