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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 | $20,805 | $196,972-89.4% | $182,262-88.6% | $198,609-89.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 10.35% | 158.27%-147.9pp | 140.60%-130.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $2,893 | $5,364-46.1% | $5,046-42.7% | $5,055-42.8% |
| Participant deferral / active EE | $10,238 | $8,643+18.5% | $8,276+23.7% | $6,977+46.7% |
| Admin fee / account holder | $97,469 | $18,429+428.9% | $16,712+483.2% | $19,030+412.2% |