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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 | $21,275 | $98,760-78.5% | $149,715-85.8% | $79,858-73.4% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.3pp |
| Annual return | 44.61% | 27.43%+17.2pp | 276.66%-232.0pp | 31.72%+12.9pp |
| Employer contribution / active EE | $2,942 | $3,217-8.5% | $4,645-36.7% | $2,471+19.1% |
| Participant deferral / active EE | $5,906 | $5,681+4.0% | $6,842-13.7% | $3,740+57.9% |
| Admin fee / account holder | $1,262 | $6,053-79.2% | $9,310-86.4% | $5,306-76.2% |