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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 | $17,130 | $166,131-89.7% | $164,975-89.6% | $145,877-88.3% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 25.96% | 100.37%-74.4pp | 70.12%-44.2pp | 551.28%-525.3pp |
| Employer contribution / active EE | $2,306 | $5,276-56.3% | $4,343-46.9% | $4,663-50.5% |
| Participant deferral / active EE | $2,721 | $6,962-60.9% | $6,033-54.9% | $6,691-59.3% |
| Admin fee / account holder | $641 | $16,648-96.2% | $12,688-95.0% | $13,402-95.2% |