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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 | $16,842 | $157,304-89.3% | $141,197-88.1% | $152,909-89.0% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 20.80% | 64.34%-43.5pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,517 | $5,263-71.2% | $4,736-68.0% | $4,764-68.1% |
| Participant deferral / active EE | $6,333 | $7,111-10.9% | $6,710-5.6% | $5,851+8.2% |
| Admin fee / account holder | $45,324 | $12,126+273.8% | $10,265+341.6% | $11,601+290.7% |