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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 | $1,367 | $126,519-98.9% | $106,201-98.7% | $145,959-99.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.64% | 225.10%-212.5pp | 116.26%-103.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,170 | $3,726-41.8% | $3,170-31.5% | $4,661-53.4% |
| Participant deferral / active EE | $2,312 | $5,716-59.6% | $5,012-53.9% | $6,689-65.4% |
| Admin fee / account holder | $41,531 | $17,312+139.9% | $11,039+276.2% | $13,398+210.0% |