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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 | $8,625 | $100,911-91.5% | $90,440-90.5% | $158,966-94.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 8.92% | 1726.62%-1717.7pp | 1294.38%-1285.5pp | 302.95%-294.0pp |
| Employer contribution / active EE | $2,520 | $3,690-31.7% | $3,263-22.8% | $4,762-47.1% |
| Participant deferral / active EE | $7,098 | $4,348+63.2% | $3,964+79.1% | $5,983+18.6% |
| Admin fee / account holder | $60,701 | $6,507+832.8% | $5,615+981.1% | $11,250+439.6% |