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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 | $18,526 | $211,946-91.3% | $169,452-89.1% | $135,379-86.3% |
| Participation rate | 55.6% | 82.6%-27.1pp | 77.8%-22.2pp | 82.6%-27.1pp |
| Annual return | 62.04% | 3.26%+58.8pp | 1.83%+60.2pp | 519.79%-457.8pp |
| Employer contribution / active EE | $1,082 | $5,117-78.9% | $4,157-74.0% | $4,779-77.4% |
| Participant deferral / active EE | $1,520 | $6,075-75.0% | $5,277-71.2% | $5,609-72.9% |
| Admin fee / account holder | $4,637 | $11,472-59.6% | $9,110-49.1% | $10,828-57.2% |