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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 | $19,945 | $166,242-88.0% | $165,071-87.9% | $145,884-86.3% |
| Participation rate | 23.8% | 82.0%-58.2pp | 78.6%-54.8pp | 80.3%-56.5pp |
| Annual return | 17.20% | 100.44%-83.2pp | 70.17%-53.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,840 | $5,283-46.3% | $4,347-34.7% | $4,662-39.1% |
| Participant deferral / active EE | $3,340 | $6,964-52.0% | $6,035-44.7% | $6,690-50.1% |
| Admin fee / account holder | $5,075 | $16,658-69.5% | $12,695-60.0% | $13,392-62.1% |