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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 | $26,399 | $171,492-84.6% | $150,734-82.5% | $198,609-86.7% |
| Participation rate | 69.2% | 81.4%-12.2pp | 78.4%-9.2pp | 82.4%-13.1pp |
| Annual return | 16.03% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,971 | $5,470-64.0% | $4,918-59.9% | $5,055-61.0% |
| Participant deferral / active EE | $3,592 | $6,259-42.6% | $5,610-36.0% | $6,977-48.5% |
| Admin fee / account holder | $2,882 | $17,628-83.7% | $14,905-80.7% | $19,030-84.9% |