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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 | $27,775 | $152,612-81.8% | $125,192-77.8% | $152,897-81.8% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 20.42% | 54.85%-34.4pp | 43.79%-23.4pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,261 | $4,947-74.5% | $3,866-67.4% | $4,764-73.5% |
| Participant deferral / active EE | $3,022 | $5,868-48.5% | $4,937-38.8% | $5,851-48.4% |
| Admin fee / account holder | $2,427 | $13,437-81.9% | $9,704-75.0% | $11,599-79.1% |