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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 | $17,516 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 28.15% | 348.29%-320.1pp | 276.70%-248.6pp | 302.95%-274.8pp |
| Employer contribution / active EE | $2,057 | $5,104-59.7% | $4,645-55.7% | $4,762-56.8% |
| Participant deferral / active EE | $6,509 | $7,182-9.4% | $6,843-4.9% | $5,983+8.8% |
| Admin fee / account holder | $18,734 | $10,809+73.3% | $9,310+101.2% | $11,250+66.5% |