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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 | $14,426 | $70,666-79.6% | $169,385-91.5% | $75,181-80.8% |
| Participation rate | 65.3% | 64.8%+0.5pp | 77.2%-11.9pp | 67.2%-1.9pp |
| Annual return | 22.85% | 36.37%-13.5pp | 405.82%-383.0pp | 160.69%-137.8pp |
| Employer contribution / active EE | $1,544 | $2,210-30.2% | $4,012-61.5% | $2,671-42.2% |
| Participant deferral / active EE | $3,477 | $4,308-19.3% | $6,221-44.1% | $4,126-15.7% |
| Admin fee / account holder | $559 | $5,402-89.7% | $9,011-93.8% | $5,650-90.1% |