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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 | $9,175 | $100,895-90.9% | $90,430-89.9% | $158,950-94.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 7.46% | 1725.54%-1718.1pp | 1293.73%-1286.3pp | 302.91%-295.4pp |
| Employer contribution / active EE | $2,573 | $3,689-30.2% | $3,262-21.1% | $4,762-46.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $32,690 | $6,505+402.5% | $5,613+482.3% | $11,248+190.6% |