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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 | $18,025 | $112,112-83.9% | $95,956-81.2% | $158,950-88.7% |
| Participation rate | 52.6% | 79.0%-26.3pp | 77.1%-24.4pp | 82.0%-29.3pp |
| Annual return | 13.36% | 171.15%-157.8pp | 91.63%-78.3pp | 302.91%-289.6pp |
| Employer contribution / active EE | $852 | $3,199-73.4% | $2,541-66.5% | $4,762-82.1% |
| Participant deferral / active EE | $1,791 | $4,784-62.6% | $4,167-57.0% | $5,983-70.1% |
| Admin fee / account holder | $15,020 | $10,134+48.2% | $6,797+121.0% | $11,248+33.5% |