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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 | $3,093 | $227,291-98.6% | $214,702-98.6% | $155,188-98.0% |
| Participation rate | 25.0% | 88.0%-63.0pp | 87.5%-62.5pp | 80.8%-55.8pp |
| Annual return | 14.98% | 60.08%-45.1pp | 54.55%-39.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,472 | $6,772-78.3% | $6,461-77.2% | $4,248-65.4% |
| Participant deferral / active EE | $15,718 | $9,582+64.0% | $9,147+71.8% | $6,531+140.7% |
| Admin fee / account holder | $4,301,349 | $20,413+20971.8% | $19,830+21590.9% | $14,480+29605.9% |