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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 | $8,749 | $227,399-96.2% | $189,758-95.4% | $198,609-95.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 8.12% | 61.03%-52.9pp | 52.62%-44.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $9,666 | $5,526+74.9% | $4,767+102.8% | $5,055+91.2% |
| Participant deferral / active EE | $15,034 | $6,837+119.9% | $5,856+156.7% | $6,977+115.5% |
| Admin fee / account holder | $735,310 | $25,162+2822.2% | $20,388+3506.6% | $19,030+3763.9% |