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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 | $14,442 | $125,190-88.5% | $105,624-86.3% | $145,897-90.1% |
| Participation rate | 55.0% | 77.6%-22.6pp | 75.3%-20.3pp | 80.3%-25.3pp |
| Annual return | 25.72% | 225.22%-199.5pp | 116.20%-90.5pp | 552.29%-526.6pp |
| Employer contribution / active EE | $2,321 | $3,720-37.6% | $3,168-26.7% | $4,663-50.2% |
| Participant deferral / active EE | $6,154 | $5,716+7.7% | $5,013+22.8% | $6,689-8.0% |
| Admin fee / account holder | $1,989 | $17,138-88.4% | $10,961-81.9% | $13,390-85.1% |