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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 | $125,184-98.9% | $105,607-98.7% | $145,884-99.1% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.64% | 225.00%-212.4pp | 116.11%-103.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,170 | $3,720-41.7% | $3,167-31.5% | $4,662-53.5% |
| Participant deferral / active EE | $2,312 | $5,714-59.5% | $5,011-53.9% | $6,690-65.4% |
| Admin fee / account holder | $41,531 | $17,133+142.4% | $10,958+279.0% | $13,392+210.1% |