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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 | $23,193 | $105,200-78.0% | $159,474-85.5% | $85,847-73.0% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.8%-17.7pp | 69.3%-4.2pp |
| Annual return | 20.14% | 45.08%-24.9pp | 263.68%-243.5pp | 318.61%-298.5pp |
| Employer contribution / active EE | $2,869 | $3,319-13.6% | $4,831-40.6% | $2,565+11.8% |
| Participant deferral / active EE | $4,138 | $5,946-30.4% | $7,353-43.7% | $3,952+4.7% |
| Admin fee / account holder | $639 | $6,934-90.8% | $10,802-94.1% | $6,261-89.8% |