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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 | $21,523 | $157,304-86.3% | $141,197-84.8% | $152,909-85.9% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 31.25% | 64.34%-33.1pp | 71.41%-40.2pp | 345.46%-314.2pp |
| Employer contribution / active EE | $2,061 | $5,263-60.8% | $4,736-56.5% | $4,764-56.7% |
| Participant deferral / active EE | $8,168 | $7,111+14.9% | $6,710+21.7% | $5,851+39.6% |
| Admin fee / account holder | $6,245 | $12,126-48.5% | $10,265-39.2% | $11,601-46.2% |