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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 | $19,254 | $98,776-80.5% | $149,745-87.1% | $79,856-75.9% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 74.64% | 27.38%+47.3pp | 276.72%-202.1pp | 31.71%+42.9pp |
| Employer contribution / active EE | $1,975 | $3,217-38.6% | $4,646-57.5% | $2,471-20.1% |
| Participant deferral / active EE | $3,530 | $5,681-37.9% | $6,843-48.4% | $3,741-5.6% |
| Admin fee / account holder | $710 | $6,053-88.3% | $9,312-92.4% | $5,306-86.6% |