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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 | $23,107 | $102,422-77.4% | $147,117-84.3% | $80,959-71.5% |
| Participation rate | 69.4% | 75.9%-6.5pp | 82.2%-12.8pp | 67.7%+1.7pp |
| Annual return | 21.69% | 135.16%-113.5pp | 420.54%-398.8pp | 35.67%-14.0pp |
| Employer contribution / active EE | $2,138 | $3,717-42.5% | $4,932-56.7% | $2,757-22.5% |
| Participant deferral / active EE | $4,999 | $6,652-24.8% | $8,065-38.0% | $4,300+16.3% |
| Admin fee / account holder | $2,696 | $7,953-66.1% | $12,993-79.3% | $6,925-61.1% |