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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 | $14,981 | $105,210-85.8% | $159,487-90.6% | $85,851-82.5% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.9pp | 69.3%-10.3pp |
| Annual return | 22.53% | 45.08%-22.6pp | 263.71%-241.2pp | 318.63%-296.1pp |
| Employer contribution / active EE | $1,080 | $3,319-67.4% | $4,831-77.6% | $2,565-57.9% |
| Participant deferral / active EE | $4,559 | $5,946-23.3% | $7,354-38.0% | $3,952+15.3% |
| Admin fee / account holder | $1,883 | $6,934-72.9% | $10,804-82.6% | $6,261-69.9% |