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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 | $26,640 | $65,376-59.3% | $87,102-69.4% | $65,185-59.1% |
| Participation rate | 59.5% | 75.3%-15.9pp | 76.9%-17.4pp | 70.2%-10.7pp |
| Annual return | 100.31% | 31.27%+69.0pp | 28.19%+72.1pp | 29.38%+70.9pp |
| Employer contribution / active EE | $7,646 | $1,822+319.6% | $2,521+203.3% | $2,177+251.3% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1,135 | $520+118.3% | $7,491-84.9% | $847+33.9% |