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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 | $4,064 | $154,193-97.4% | $130,045-96.9% | $139,466-97.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 15.99% | 32.51%-16.5pp | -137.30%+153.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,777 | $5,292-47.5% | $4,321-35.7% | $4,754-41.6% |
| Participant deferral / active EE | $3,505 | $6,709-47.8% | $5,820-39.8% | $6,712-47.8% |
| Admin fee / account holder | $1,573 | $13,989-88.8% | $10,600-85.2% | $11,409-86.2% |