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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 | $19,448 | $89,364-78.2% | $141,177-86.2% | $72,983-73.4% |
| Participation rate | 69.8% | 75.1%-5.4pp | 82.5%-12.7pp | 69.5%+0.3pp |
| Annual return | 43.15% | 111.86%-68.7pp | 71.40%-28.3pp | 81.01%-37.9pp |
| Employer contribution / active EE | $2,744 | $3,115-11.9% | $4,736-42.1% | $2,440+12.4% |
| Participant deferral / active EE | $4,502 | $5,419-16.9% | $6,710-32.9% | $3,608+24.8% |
| Admin fee / account holder | $11,928 | $5,959+100.2% | $10,263+16.2% | $5,124+132.8% |