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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 | $16,895 | $58,828-71.3% | $78,002-78.3% | $62,881-73.1% |
| Participation rate | 65.7% | 71.1%-5.4pp | 75.5%-9.9pp | 69.3%-3.6pp |
| Annual return | 40.15% | 17.16%+23.0pp | 425.99%-385.8pp | 20.14%+20.0pp |
| Employer contribution / active EE | $1,030 | $1,672-38.4% | $2,470-58.3% | $2,281-54.9% |
| Participant deferral / active EE | $2,057 | $2,686-23.4% | $3,497-41.2% | $3,203-35.8% |
| Admin fee / account holder | $885 | $4,393-79.8% | $5,481-83.8% | $4,296-79.4% |