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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 | $20,905 | $185,883-88.8% | $170,043-87.7% | $139,466-85.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 45.02% | 60.54%-15.5pp | 53.40%-8.4pp | 373.66%-328.6pp |
| Employer contribution / active EE | $3,217 | $7,596-57.6% | $6,790-52.6% | $4,754-32.3% |
| Participant deferral / active EE | $6,594 | $11,626-43.3% | $10,410-36.7% | $6,712-1.8% |
| Admin fee / account holder | $2,159 | $15,393-86.0% | $12,824-83.2% | $11,409-81.1% |