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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 | $27,670 | $171,492-83.9% | $150,734-81.6% | $198,609-86.1% |
| Participation rate | 69.2% | 81.4%-12.2pp | 78.4%-9.2pp | 82.4%-13.1pp |
| Annual return | 12.22% | 804.70%-792.5pp | 600.81%-588.6pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,291 | $5,470-58.1% | $4,918-53.4% | $5,055-54.7% |
| Participant deferral / active EE | $4,838 | $6,259-22.7% | $5,610-13.8% | $6,977-30.7% |
| Admin fee / account holder | $551 | $17,628-96.9% | $14,905-96.3% | $19,030-97.1% |