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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 | $35,148 | $171,492-79.5% | $150,734-76.7% | $198,609-82.3% |
| Participation rate | 45.5% | 81.4%-36.0pp | 78.4%-33.0pp | 82.4%-36.9pp |
| Annual return | 5.22% | 804.70%-799.5pp | 600.81%-595.6pp | 202.70%-197.5pp |
| Employer contribution / active EE | $2,022 | $5,470-63.0% | $4,918-58.9% | $5,055-60.0% |
| Participant deferral / active EE | $5,980 | $6,259-4.5% | $5,610+6.6% | $6,977-14.3% |
| Admin fee / account holder | $5,716 | $17,628-67.6% | $14,905-61.7% | $19,030-70.0% |