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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 | $21,881 | $135,956-83.9% | $123,894-82.3% | $273,972-92.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 7.95% | 56.63%-48.7pp | 47.52%-39.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,650 | $5,170-68.1% | $4,617-64.3% | $4,869-66.1% |
| Participant deferral / active EE | $6,606 | $6,343+4.1% | $5,984+10.4% | $5,287+24.9% |
| Admin fee / account holder | $50,414 | $9,817+413.5% | $8,357+503.2% | $10,133+397.5% |