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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 | $16,176 | $157,296-89.7% | $141,191-88.5% | $152,897-89.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 25.94% | 64.34%-38.4pp | 71.41%-45.5pp | 345.43%-319.5pp |
| Employer contribution / active EE | $1,290 | $5,262-75.5% | $4,736-72.8% | $4,764-72.9% |
| Participant deferral / active EE | $5,870 | $7,111-17.5% | $6,710-12.5% | $5,851+0.3% |
| Admin fee / account holder | $5,687 | $12,125-53.1% | $10,264-44.6% | $11,599-51.0% |