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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 | $18,751 | $165,381-88.7% | $149,730-87.5% | $158,966-88.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 21.31% | 348.29%-327.0pp | 276.70%-255.4pp | 302.95%-281.6pp |
| Employer contribution / active EE | $1,322 | $5,104-74.1% | $4,645-71.5% | $4,762-72.2% |
| Participant deferral / active EE | $2,705 | $7,182-62.3% | $6,843-60.5% | $5,983-54.8% |
| Admin fee / account holder | $51,549 | $10,809+376.9% | $9,310+453.7% | $11,250+358.2% |