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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 | $27,877 | $196,972-85.8% | $182,262-84.7% | $198,609-86.0% |
| Participation rate | 37.5% | 85.7%-48.2pp | 84.2%-46.7pp | 82.4%-44.9pp |
| Annual return | 5.46% | 158.27%-152.8pp | 140.60%-135.1pp | 202.70%-197.2pp |
| Employer contribution / active EE | $1,449 | $5,364-73.0% | $5,046-71.3% | $5,055-71.3% |
| Participant deferral / active EE | $4,732 | $8,643-45.2% | $8,276-42.8% | $6,977-32.2% |
| Admin fee / account holder | $80,772 | $18,429+338.3% | $16,712+383.3% | $19,030+324.4% |