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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 | $24,544 | $152,612-83.9% | $125,192-80.4% | $152,897-83.9% |
| Participation rate | 64.3% | 83.3%-19.1pp | 79.8%-15.5pp | 82.5%-18.2pp |
| Annual return | 21.12% | 54.85%-33.7pp | 43.79%-22.7pp | 345.43%-324.3pp |
| Employer contribution / active EE | $2,162 | $4,947-56.3% | $3,866-44.1% | $4,764-54.6% |
| Participant deferral / active EE | $4,367 | $5,868-25.6% | $4,937-11.5% | $5,851-25.4% |
| Admin fee / account holder | $4,678 | $13,437-65.2% | $9,704-51.8% | $11,599-59.7% |