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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 | $6,220 | $183,516-96.6% | $155,534-96.0% | $145,884-95.7% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 14.86% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $2,769 | $5,315-47.9% | $4,675-40.8% | $4,662-40.6% |
| Participant deferral / active EE | $9,176 | $6,467+41.9% | $5,630+63.0% | $6,690+37.2% |
| Admin fee / account holder | $52,266 | $19,293+170.9% | $15,900+228.7% | $13,392+290.3% |