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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 | $16,370 | $157,296-89.6% | $141,191-88.4% | $152,897-89.3% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 33.05% | 64.34%-31.3pp | 71.41%-38.4pp | 345.43%-312.4pp |
| Employer contribution / active EE | $2,221 | $5,262-57.8% | $4,736-53.1% | $4,764-53.4% |
| Participant deferral / active EE | $5,656 | $7,111-20.5% | $6,710-15.7% | $5,851-3.3% |
| Admin fee / account holder | $6,225 | $12,125-48.7% | $10,264-39.4% | $11,599-46.3% |