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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 | $24,084 | $102,429-76.5% | $147,096-83.6% | $80,925-70.2% |
| Participation rate | 65.5% | 75.9%-10.3pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 12.38% | 135.02%-122.6pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $4,071 | $3,716+9.6% | $4,936-17.5% | $2,756+47.7% |
| Participant deferral / active EE | $3,079 | $6,649-53.7% | $8,071-61.9% | $4,299-28.4% |
| Admin fee / account holder | $1,998 | $7,957-74.9% | $13,005-84.6% | $6,940-71.2% |