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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 | $22,505 | $209,336-89.2% | $197,124-88.6% | $137,256-83.6% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 12.65% | 48.09%-35.4pp | 44.34%-31.7pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,729 | $6,591-43.4% | $6,227-40.1% | $4,156-10.3% |
| Participant deferral / active EE | $3,729 | $9,614-61.2% | $9,135-59.2% | $6,407-41.8% |
| Admin fee / account holder | $62,306 | $17,308+260.0% | $16,298+282.3% | $12,270+407.8% |