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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 | $17,311 | $62,177-72.2% | $81,370-78.7% | $74,478-76.8% |
| Participation rate | 51.8% | 64.1%-12.3pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 44.31% | 16.62%+27.7pp | 24.85%+19.5pp | 1370.56%-1326.3pp |
| Employer contribution / active EE | $1,305 | $1,881-30.6% | $2,464-47.0% | $2,626-50.3% |
| Participant deferral / active EE | $2,282 | $3,219-29.1% | $3,885-41.3% | $4,350-47.5% |
| Admin fee / account holder | $678 | $1,927-64.8% | $5,749-88.2% | $1,946-65.1% |