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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 | $37,120 | $123,793-70.0% | $177,848-79.1% | $79,856-53.5% |
| Participation rate | 67.4% | 84.7%-17.3pp | 87.7%-20.3pp | 69.6%-2.2pp |
| Annual return | 58.53% | 22.82%+35.7pp | 48.33%+10.2pp | 31.71%+26.8pp |
| Employer contribution / active EE | $1,435 | $4,095-65.0% | $5,919-75.7% | $2,471-41.9% |
| Participant deferral / active EE | $4,084 | $5,956-31.4% | $7,714-47.1% | $3,741+9.2% |
| Admin fee / account holder | $19,841 | $7,243+174.0% | $12,431+59.6% | $5,306+273.9% |