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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 | $26,215 | $137,414-80.9% | $189,545-86.2% | $85,851-69.5% |
| Participation rate | 69.2% | 84.6%-15.4pp | 87.8%-18.6pp | 69.3%-0.1pp |
| Annual return | 14.28% | 38.14%-23.9pp | 555.36%-541.1pp | 318.63%-304.4pp |
| Employer contribution / active EE | $2,396 | $4,344-44.8% | $6,162-61.1% | $2,565-6.6% |
| Participant deferral / active EE | $4,618 | $6,260-26.2% | $8,220-43.8% | $3,952+16.8% |
| Admin fee / account holder | $5,865 | $8,630-32.0% | $12,049-51.3% | $6,261-6.3% |