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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 | $13,802 | $72,492-81.0% | $87,104-84.2% | $72,975-81.1% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.7pp |
| Annual return | 192.59% | 24.46%+168.1pp | 28.19%+164.4pp | 81.01%+111.6pp |
| Employer contribution / active EE | $1,688 | $1,894-10.9% | $2,521-33.1% | $2,440-30.8% |
| Participant deferral / active EE | $3,842 | $3,270+17.5% | $4,048-5.1% | $3,608+6.5% |
| Admin fee / account holder | $2,166 | $5,055-57.2% | $7,491-71.1% | $5,124-57.7% |