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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 | $20,465 | $168,635-87.9% | $147,617-86.1% | $125,389-83.7% |
| Participation rate | 58.3% | 88.8%-30.4pp | 84.6%-26.3pp | 83.2%-24.9pp |
| Annual return | 0.46% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,720 | $6,252-72.5% | $5,564-69.1% | $4,866-64.6% |
| Participant deferral / active EE | $2,508 | $5,507-54.5% | $4,895-48.8% | $5,352-53.1% |
| Admin fee / account holder | $33,398 | $13,580+145.9% | $11,612+187.6% | $9,541+250.0% |