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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 | $12,553 | $99,652-87.4% | $78,778-84.1% | $147,586-91.5% |
| Participation rate | 55.6% | 76.2%-20.7pp | 69.2%-13.6pp | 82.8%-27.3pp |
| Annual return | 9.59% | 47.28%-37.7pp | 35.62%-26.0pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,454 | $2,796-48.0% | $1,986-26.8% | $4,876-70.2% |
| Participant deferral / active EE | $5,996 | $3,664+63.7% | $2,958+102.7% | $5,439+10.2% |
| Admin fee / account holder | $65,817 | $7,155+819.8% | $5,134+1182.0% | $10,886+504.6% |