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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 | $23,250 | $196,972-88.2% | $182,262-87.2% | $198,609-88.3% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.45% | 158.27%-141.8pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $1,517 | $5,364-71.7% | $5,046-69.9% | $5,055-70.0% |
| Participant deferral / active EE | $3,937 | $8,643-54.4% | $8,276-52.4% | $6,977-43.6% |
| Admin fee / account holder | $8,701 | $18,429-52.8% | $16,712-47.9% | $19,030-54.3% |