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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 | $21,289 | $86,298-75.3% | $111,308-80.9% | $85,847-75.2% |
| Participation rate | 54.5% | 73.3%-18.8pp | 77.3%-22.8pp | 69.3%-14.8pp |
| Annual return | 79.51% | 19.99%+59.5pp | 54.67%+24.8pp | 318.61%-239.1pp |
| Employer contribution / active EE | $1,687 | $2,044-17.4% | $2,732-38.2% | $2,565-34.2% |
| Participant deferral / active EE | $3,134 | $3,641-13.9% | $4,487-30.2% | $3,952-20.7% |
| Admin fee / account holder | $1,678 | $8,189-79.5% | $7,965-78.9% | $6,261-73.2% |