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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 | $20,303 | $157,829-87.1% | $136,867-85.2% | $198,609-89.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 180.25% | 51.25%+129.0pp | 42.97%+137.3pp | 202.70%-22.4pp |
| Employer contribution / active EE | $1,694 | $3,923-56.8% | $3,547-52.3% | $5,055-66.5% |
| Participant deferral / active EE | $5,029 | $5,463-8.0% | $4,924+2.1% | $6,977-27.9% |
| Admin fee / account holder | $4,300 | $11,107-61.3% | $10,340-58.4% | $19,030-77.4% |