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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 | $17,212 | $78,425-78.1% | $95,956-82.1% | $79,858-78.4% |
| Participation rate | 55.0% | 73.5%-18.5pp | 77.1%-22.1pp | 69.6%-14.6pp |
| Annual return | 22.89% | 19.37%+3.5pp | 91.63%-68.7pp | 31.72%-8.8pp |
| Employer contribution / active EE | $1,389 | $1,945-28.6% | $2,541-45.3% | $2,471-43.8% |
| Participant deferral / active EE | $2,265 | $3,440-34.2% | $4,167-45.6% | $3,740-39.4% |
| Admin fee / account holder | $733 | $5,622-87.0% | $6,797-89.2% | $5,306-86.2% |