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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 | $30,017 | $197,603-84.8% | $177,827-83.1% | $158,950-81.1% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 112.09% | 58.76%+53.3pp | 48.32%+63.8pp | 302.91%-190.8pp |
| Employer contribution / active EE | $2,144 | $6,698-68.0% | $5,918-63.8% | $4,762-55.0% |
| Participant deferral / active EE | $4,886 | $8,404-41.9% | $7,713-36.7% | $5,983-18.3% |
| Admin fee / account holder | $3,052 | $15,402-80.2% | $12,429-75.4% | $11,248-72.9% |