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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 | $27,990 | $197,625-85.8% | $177,840-84.3% | $158,966-82.4% |
| Participation rate | 53.8% | 88.5%-34.7pp | 87.7%-33.9pp | 82.0%-28.1pp |
| Annual return | 84.07% | 58.76%+25.3pp | 48.32%+35.7pp | 302.95%-218.9pp |
| Employer contribution / active EE | $2,726 | $6,698-59.3% | $5,919-53.9% | $4,762-42.8% |
| Participant deferral / active EE | $5,723 | $8,405-31.9% | $7,714-25.8% | $5,983-4.3% |
| Admin fee / account holder | $5,904 | $15,405-61.7% | $12,431-52.5% | $11,250-47.5% |