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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 | $21,081 | $93,345-77.4% | $119,126-82.3% | $87,485-75.9% |
| Participation rate | 69.9% | 68.7%+1.1pp | 75.8%-5.9pp | 68.9%+0.9pp |
| Annual return | 221.22% | 19.08%+202.1pp | 282.11%-60.9pp | 26.06%+195.2pp |
| Employer contribution / active EE | $1,599 | $3,172-49.6% | $4,034-60.4% | $2,596-38.4% |
| Participant deferral / active EE | $3,170 | $4,099-22.6% | $5,318-40.4% | $4,274-25.8% |
| Admin fee / account holder | $2,785 | $8,039-65.4% | $10,693-74.0% | $7,775-64.2% |