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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 | $22,024 | $157,829-86.0% | $136,867-83.9% | $198,609-88.9% |
| Participation rate | 11.1% | 77.2%-66.1pp | 74.5%-63.4pp | 82.4%-71.3pp |
| Annual return | 9.40% | 51.25%-41.8pp | 42.97%-33.6pp | 202.70%-193.3pp |
| Employer contribution / active EE | $1,547 | $3,923-60.6% | $3,547-56.4% | $5,055-69.4% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $26,226 | $11,107+136.1% | $10,340+153.6% | $19,030+37.8% |