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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 | $16,630 | $91,474-81.8% | $135,982-87.8% | $71,529-76.8% |
| Participation rate | 68.4% | 75.7%-7.3pp | 81.9%-13.5pp | 67.9%+0.5pp |
| Annual return | 235.79% | 29.89%+205.9pp | 68.32%+167.5pp | 28.97%+206.8pp |
| Employer contribution / active EE | $1,773 | $3,705-52.2% | $4,859-63.5% | $2,590-31.5% |
| Participant deferral / active EE | $4,092 | $7,095-42.3% | $7,760-47.3% | $4,291-4.7% |
| Admin fee / account holder | $2,321 | $1,267+83.2% | $10,767-78.4% | $1,588+46.1% |