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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 | $22,266 | $226,105-90.2% | $182,540-87.8% | $152,897-85.4% |
| Participation rate | 23.8% | 82.5%-58.7pp | 78.0%-54.2pp | 82.5%-58.6pp |
| Annual return | 18.53% | 192.58%-174.1pp | 148.58%-130.0pp | 345.43%-326.9pp |
| Employer contribution / active EE | $546 | $4,978-89.0% | $4,076-86.6% | $4,764-88.5% |
| Participant deferral / active EE | $1,485 | $6,370-76.7% | $5,525-73.1% | $5,851-74.6% |
| Admin fee / account holder | $42,410 | $10,706+296.2% | $8,593+393.5% | $11,599+265.6% |