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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 | $18,479 | $87,225-78.8% | $158,226-88.3% | $94,015-80.3% |
| Participation rate | 63.6% | 67.9%-4.3pp | 74.8%-11.2pp | 70.8%-7.2pp |
| Annual return | 24.69% | 16.34%+8.4pp | 501.41%-476.7pp | 17.84%+6.8pp |
| Employer contribution / active EE | $2,184 | $2,217-1.5% | $2,986-26.8% | $2,790-21.7% |
| Participant deferral / active EE | $2,740 | $3,405-19.5% | $4,317-36.5% | $4,249-35.5% |
| Admin fee / account holder | $447 | $7,888-94.3% | $10,217-95.6% | $8,951-95.0% |