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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 | $125,184-85.9% | $105,607-83.2% | $145,884-87.9% |
| Participation rate | 37.5% | 77.6%-40.1pp | 75.3%-37.8pp | 80.3%-42.8pp |
| Annual return | 19.55% | 225.00%-205.5pp | 116.11%-96.6pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,655 | $3,720-28.6% | $3,167-16.2% | $4,662-43.1% |
| Participant deferral / active EE | $3,330 | $5,714-41.7% | $5,011-33.5% | $6,690-50.2% |
| Admin fee / account holder | $29,868 | $17,133+74.3% | $10,958+172.6% | $13,392+123.0% |