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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 | $22,340 | $96,731-76.9% | $123,973-82.0% | $86,983-74.3% |
| Participation rate | 58.6% | 70.0%-11.4pp | 76.7%-18.0pp | 69.5%-10.9pp |
| Annual return | 17.95% | 17.33%+0.6pp | 388.13%-370.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $1,566 | $3,297-52.5% | $4,126-62.1% | $2,584-39.4% |
| Participant deferral / active EE | $3,632 | $4,152-12.5% | $5,247-30.8% | $4,194-13.4% |
| Admin fee / account holder | $19,324 | $8,722+121.5% | $11,799+63.8% | $7,856+146.0% |