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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 | $14,732 | $157,304-90.6% | $141,197-89.6% | $152,909-90.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.95% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $3,489 | $5,263-33.7% | $4,736-26.3% | $4,764-26.8% |
| Participant deferral / active EE | $12,728 | $7,111+79.0% | $6,710+89.7% | $5,851+117.5% |
| Admin fee / account holder | $120,579 | $12,126+894.4% | $10,265+1074.7% | $11,601+939.4% |