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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 | $20,203 | $197,625-89.8% | $177,840-88.6% | $158,966-87.3% |
| Participation rate | 56.5% | 88.5%-32.0pp | 87.7%-31.2pp | 82.0%-25.4pp |
| Annual return | 11.85% | 58.76%-46.9pp | 48.32%-36.5pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,558 | $6,698-76.7% | $5,919-73.7% | $4,762-67.3% |
| Participant deferral / active EE | $3,630 | $8,405-56.8% | $7,714-52.9% | $5,983-39.3% |
| Admin fee / account holder | $29,411 | $15,405+90.9% | $12,431+136.6% | $11,250+161.4% |