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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 | $18,620 | $102,422-81.8% | $147,117-87.3% | $80,959-77.0% |
| Participation rate | 68.3% | 75.9%-7.5pp | 82.2%-13.9pp | 67.7%+0.7pp |
| Annual return | 18.07% | 135.16%-117.1pp | 420.54%-402.5pp | 35.67%-17.6pp |
| Employer contribution / active EE | $2,265 | $3,717-39.1% | $4,932-54.1% | $2,757-17.9% |
| Participant deferral / active EE | $4,084 | $6,652-38.6% | $8,065-49.4% | $4,300-5.0% |
| Admin fee / account holder | $1,010 | $7,953-87.3% | $12,993-92.2% | $6,925-85.4% |