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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 | $16,811 | $160,040-89.5% | $147,096-88.6% | $145,877-88.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.97% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $3,167 | $5,289-40.1% | $4,936-35.8% | $4,663-32.1% |
| Participant deferral / active EE | $15,447 | $8,429+83.3% | $8,071+91.4% | $6,691+130.9% |
| Admin fee / account holder | $111,395 | $15,050+640.2% | $13,005+756.5% | $13,402+731.2% |