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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 | $11,644 | $138,312-91.6% | $122,979-90.5% | $155,188-92.5% |
| Participation rate | 12.5% | 80.2%-67.7pp | 77.2%-64.7pp | 80.8%-68.3pp |
| Annual return | 7.13% | 22.06%-14.9pp | 20.12%-13.0pp | 148.84%-141.7pp |
| Employer contribution / active EE | $8,418 | $3,530+138.5% | $3,062+174.9% | $4,248+98.2% |
| Participant deferral / active EE | $14,817 | $5,592+164.9% | $5,003+196.2% | $6,531+126.9% |
| Admin fee / account holder | $4,524,840 | $15,089+29887.4% | $12,864+35073.6% | $14,480+31149.4% |