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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 | $20,927 | $227,399-90.8% | $189,758-89.0% | $198,609-89.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 152.73% | 61.03%+91.7pp | 52.62%+100.1pp | 202.70%-50.0pp |
| Employer contribution / active EE | $2,660 | $5,526-51.9% | $4,767-44.2% | $5,055-47.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,883 | $25,162-76.6% | $20,388-71.1% | $19,030-69.1% |