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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 | $17,698 | $125,190-85.9% | $105,624-83.2% | $145,897-87.9% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 19.55% | 225.22%-205.7pp | 116.20%-96.7pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,655 | $3,720-28.6% | $3,168-16.2% | $4,663-43.1% |
| Participant deferral / active EE | $3,330 | $5,716-41.7% | $5,013-33.6% | $6,689-50.2% |
| Admin fee / account holder | $29,868 | $17,138+74.3% | $10,961+172.5% | $13,390+123.1% |