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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 | $2,852 | $142,972-98.0% | $214,702-98.7% | $86,983-96.7% |
| Participation rate | 7.7% | 84.9%-77.2pp | 87.5%-79.8pp | 69.5%-61.8pp |
| Annual return | 14.27% | 18.49%-4.2pp | 54.55%-40.3pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,248 | $4,635-51.5% | $6,461-65.2% | $2,584-13.0% |
| Participant deferral / active EE | $4,663 | $6,568-29.0% | $9,147-49.0% | $4,194+11.2% |
| Admin fee / account holder | $323,226 | $17,617+1734.8% | $19,830+1530.0% | $7,856+4014.4% |