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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 | $34,384 | $289,211-88.1% | $260,467-86.8% | $198,609-82.7% |
| Participation rate | 33.3% | 83.1%-49.8pp | 80.5%-47.1pp | 82.4%-49.0pp |
| Annual return | 14.03% | 112.90%-98.9pp | 100.60%-86.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $2,295 | $4,663-50.8% | $4,239-45.9% | $5,055-54.6% |
| Participant deferral / active EE | $8,368 | $6,812+22.8% | $6,319+32.4% | $6,977+19.9% |
| Admin fee / account holder | $365 | $16,236-97.8% | $15,461-97.6% | $19,030-98.1% |