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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 | $25,381 | $289,211-91.2% | $260,467-90.3% | $198,609-87.2% |
| Participation rate | 20.0% | 83.1%-63.1pp | 80.5%-60.5pp | 82.4%-62.4pp |
| Annual return | 14.49% | 112.90%-98.4pp | 100.60%-86.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,514 | $4,663-67.5% | $4,239-64.3% | $5,055-70.0% |
| Participant deferral / active EE | $3,716 | $6,812-45.4% | $6,319-41.2% | $6,977-46.7% |
| Admin fee / account holder | $149,307 | $16,236+819.6% | $15,461+865.7% | $19,030+684.6% |