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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 | $23,794 | $135,645-82.5% | $110,243-78.4% | $135,380-82.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | 3.76% | 513.24%-509.5pp | 314.76%-311.0pp | 519.81%-516.0pp |
| Employer contribution / active EE | $5,046 | $4,907+2.8% | $3,827+31.9% | $4,779+5.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,986 | $11,458-65.2% | $8,548-53.4% | $10,828-63.2% |