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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 | $16,311 | $99,079-83.5% | $78,002-79.1% | $273,972-94.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 3.83% | 217.93%-214.1pp | 425.99%-422.2pp | 41.46%-37.6pp |
| Employer contribution / active EE | $4,811 | $3,308+45.5% | $2,470+94.8% | $4,869-1.2% |
| Participant deferral / active EE | $7,747 | $4,306+79.9% | $3,497+121.5% | $5,287+46.5% |
| Admin fee / account holder | $115,858 | $8,954+1193.9% | $5,481+2013.9% | $10,133+1043.4% |