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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 | $17,630 | $81,487-78.4% | $102,412-82.8% | $80,935-78.2% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 95.04% | 25.60%+69.4pp | 24.94%+70.1pp | 35.66%+59.4pp |
| Employer contribution / active EE | $1,393 | $3,103-55.1% | $3,870-64.0% | $2,757-49.5% |
| Participant deferral / active EE | $2,949 | $3,871-23.8% | $5,060-41.7% | $4,299-31.4% |
| Admin fee / account holder | $999 | $6,717-85.1% | $8,388-88.1% | $6,924-85.6% |