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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 | $18,660 | $154,193-87.9% | $130,045-85.7% | $139,466-86.6% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 25.71% | 32.51%-6.8pp | -137.30%+163.0pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,809 | $5,292-46.9% | $4,321-35.0% | $4,754-40.9% |
| Participant deferral / active EE | $4,152 | $6,709-38.1% | $5,820-28.7% | $6,712-38.1% |
| Admin fee / account holder | $1,229 | $13,989-91.2% | $10,600-88.4% | $11,409-89.2% |