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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 | $13,362 | $154,228-91.3% | $145,433-90.8% | $137,256-90.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,837 | $4,804-40.9% | $4,554-37.7% | $4,156-31.7% |
| Participant deferral / active EE | $6,402 | $8,216-22.1% | $7,897-18.9% | $6,407-0.1% |
| Admin fee / account holder | $183,214 | $14,344+1177.3% | $13,129+1295.5% | $12,270+1393.2% |