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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 | $1,319 | $182,442-99.3% | $163,379-99.2% | $138,895-99.1% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.8%-51.8pp | 79.9%-54.9pp |
| Annual return | 20.09% | 72.74%-52.6pp | 63.41%-43.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,808 | $4,159-32.5% | $3,752-25.2% | $4,194-33.1% |
| Participant deferral / active EE | $5,291 | $6,817-22.4% | $6,282-15.8% | $6,396-17.3% |
| Admin fee / account holder | $39,453 | $10,396+279.5% | $9,818+301.8% | $12,562+214.1% |