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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 | $27,181 | $86,294-68.5% | $111,303-75.6% | $85,856-68.3% |
| Participation rate | 57.6% | 73.3%-15.8pp | 77.3%-19.7pp | 69.3%-11.7pp |
| Annual return | 41.01% | 19.99%+21.0pp | 54.66%-13.7pp | 318.58%-277.6pp |
| Employer contribution / active EE | $2,104 | $2,043+2.9% | $2,731-23.0% | $2,565-18.0% |
| Participant deferral / active EE | $4,365 | $3,641+19.9% | $4,487-2.7% | $3,952+10.5% |
| Admin fee / account holder | $2,745 | $8,189-66.5% | $7,966-65.5% | $6,261-56.2% |