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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 | $14,022 | $117,895-88.1% | $102,460-86.3% | $145,897-90.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 20.20% | 31.92%-11.7pp | 29.47%-9.3pp | 552.29%-532.1pp |
| Employer contribution / active EE | $1,681 | $3,619-53.6% | $3,025-44.4% | $4,663-64.0% |
| Participant deferral / active EE | $5,341 | $5,736-6.9% | $5,056+5.6% | $6,689-20.2% |
| Admin fee / account holder | $99,960 | $13,353+648.6% | $9,460+956.6% | $13,390+646.5% |