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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 | $10,483 | $135,639-92.3% | $110,241-90.5% | $135,382-92.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 1.59% | 513.21%-511.6pp | 314.75%-313.2pp | 519.77%-518.2pp |
| Employer contribution / active EE | $2,680 | $4,907-45.4% | $3,827-30.0% | $4,779-43.9% |
| Participant deferral / active EE | $16,333 | $5,507+196.6% | $4,672+249.6% | $5,609+191.2% |
| Admin fee / account holder | $272,980 | $11,457+2282.6% | $8,548+3093.7% | $10,829+2420.9% |