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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 | $28,082 | $197,637-85.8% | $177,848-84.2% | $158,982-82.3% |
| Participation rate | 16.7% | 88.5%-71.9pp | 87.7%-71.1pp | 82.0%-65.3pp |
| Annual return | 17.21% | 58.77%-41.6pp | 48.33%-31.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $1,949 | $6,698-70.9% | $5,919-67.1% | $4,763-59.1% |
| Participant deferral / active EE | $4,635 | $8,405-44.9% | $7,714-39.9% | $5,983-22.5% |
| Admin fee / account holder | $4,511 | $15,406-70.7% | $12,431-63.7% | $11,252-59.9% |