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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 | $13,190 | $183,516-92.8% | $155,534-91.5% | $145,884-91.0% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 10.85% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,560 | $5,315-70.6% | $4,675-66.6% | $4,662-66.5% |
| Participant deferral / active EE | $5,080 | $6,467-21.4% | $5,630-9.8% | $6,690-24.1% |
| Admin fee / account holder | $508,498 | $19,293+2535.6% | $15,900+3098.1% | $13,392+3697.1% |