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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 | $18,306 | $154,209-88.1% | $130,062-85.9% | $139,487-86.9% |
| Participation rate | 52.2% | 82.0%-29.8pp | 78.5%-26.3pp | 80.3%-28.2pp |
| Annual return | 29.40% | 32.52%-3.1pp | -137.37%+166.8pp | 373.84%-344.4pp |
| Employer contribution / active EE | $2,373 | $5,292-55.2% | $4,322-45.1% | $4,755-50.1% |
| Participant deferral / active EE | $4,373 | $6,709-34.8% | $5,821-24.9% | $6,713-34.9% |
| Admin fee / account holder | $888 | $13,988-93.7% | $10,601-91.6% | $11,407-92.2% |