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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 | $12,489 | $76,371-83.6% | $93,621-86.7% | $72,976-82.9% |
| Participation rate | 67.7% | 71.8%-4.0pp | 75.8%-8.1pp | 69.5%-1.7pp |
| Annual return | 94.89% | 25.82%+69.1pp | 32.76%+62.1pp | 81.02%+13.9pp |
| Employer contribution / active EE | $1,321 | $2,276-41.9% | $2,719-51.4% | $2,440-45.9% |
| Participant deferral / active EE | $2,064 | $3,538-41.7% | $4,070-49.3% | $3,608-42.8% |
| Admin fee / account holder | $388 | $6,839-94.3% | $7,890-95.1% | $5,124-92.4% |