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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 | $16,184 | $127,790-87.3% | $106,554-84.8% | $167,553-90.3% |
| Participation rate | 35.7% | 78.3%-42.6pp | 76.1%-40.4pp | 82.1%-46.4pp |
| Annual return | 9.29% | 33.88%-24.6pp | 26.80%-17.5pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,568 | $3,427-54.2% | $2,819-44.4% | $4,840-67.6% |
| Participant deferral / active EE | $4,568 | $5,088-10.2% | $4,398+3.9% | $6,343-28.0% |
| Admin fee / account holder | $45,182 | $11,231+302.3% | $7,408+509.9% | $12,316+266.8% |