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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 | $27,489 | $144,130-80.9% | $117,861-76.7% | $147,586-81.4% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 23.15% | 531.20%-508.0pp | 335.11%-312.0pp | 578.59%-555.4pp |
| Employer contribution / active EE | $2,052 | $4,897-58.1% | $3,786-45.8% | $4,876-57.9% |
| Participant deferral / active EE | $6,153 | $5,316+15.7% | $4,482+37.3% | $5,439+13.1% |
| Admin fee / account holder | $1,629 | $10,887-85.0% | $8,021-79.7% | $10,886-85.0% |