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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 | $19,338 | $102,429-81.1% | $147,096-86.9% | $80,925-76.1% |
| Participation rate | 57.9% | 75.9%-18.0pp | 82.2%-24.3pp | 67.7%-9.8pp |
| Annual return | 18.05% | 135.02%-117.0pp | 419.75%-401.7pp | 35.65%-17.6pp |
| Employer contribution / active EE | $2,112 | $3,716-43.2% | $4,936-57.2% | $2,756-23.4% |
| Participant deferral / active EE | $3,735 | $6,649-43.8% | $8,071-53.7% | $4,299-13.1% |
| Admin fee / account holder | $527 | $7,957-93.4% | $13,005-95.9% | $6,940-92.4% |