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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 | $212,386-89.4% | $199,883-88.7% | $138,895-83.8% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 12.65% | 47.75%-35.1pp | 43.81%-31.2pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,729 | $6,625-43.7% | $6,261-40.4% | $4,194-11.1% |
| Participant deferral / active EE | $3,729 | $9,617-61.2% | $9,138-59.2% | $6,396-41.7% |
| Admin fee / account holder | $62,306 | $18,233+241.7% | $17,268+260.8% | $12,562+396.0% |