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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 | $16,465 | $105,210-84.4% | $159,487-89.7% | $85,851-80.8% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.8%-13.9pp | 69.3%-0.4pp |
| Annual return | 19.38% | 45.08%-25.7pp | 263.71%-244.3pp | 318.63%-299.3pp |
| Employer contribution / active EE | $2,089 | $3,319-37.1% | $4,831-56.8% | $2,565-18.6% |
| Participant deferral / active EE | $4,026 | $5,946-32.3% | $7,354-45.3% | $3,952+1.9% |
| Admin fee / account holder | $643 | $6,934-90.7% | $10,804-94.0% | $6,261-89.7% |