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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 | $191 | $99,053-99.8% | $88,179-99.8% | $138,895-99.9% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 16.13% | 78.17%-62.0pp | 64.97%-48.8pp | 145.39%-129.3pp |
| Employer contribution / active EE | $6,031 | $2,882+109.3% | $2,549+136.6% | $4,194+43.8% |
| Participant deferral / active EE | $7,037 | $5,225+34.7% | $4,614+52.5% | $6,396+10.0% |
| Admin fee / account holder | $433,831 | $8,748+4859.0% | $7,673+5554.0% | $12,562+3353.5% |