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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 | $24,581 | $152,619-83.9% | $125,195-80.4% | $152,909-83.9% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 27.17% | 54.85%-27.7pp | 43.79%-16.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,382 | $4,947-51.9% | $3,866-38.4% | $4,764-50.0% |
| Participant deferral / active EE | $4,134 | $5,869-29.6% | $4,937-16.3% | $5,851-29.4% |
| Admin fee / account holder | $573 | $13,437-95.7% | $9,704-94.1% | $11,601-95.1% |