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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 | $176 | $210,698-99.9% | $178,014-99.9% | $145,959-99.9% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 18.58% | 386.27%-367.7pp | 294.80%-276.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $2,096 | $4,567-54.1% | $3,950-46.9% | $4,661-55.0% |
| Participant deferral / active EE | $2,621 | $6,958-62.3% | $6,276-58.2% | $6,689-60.8% |
| Admin fee / account holder | $153,275 | $12,016+1175.6% | $10,362+1379.3% | $13,398+1044.0% |