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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 | $13,234 | $82,133-83.9% | $147,318-91.0% | $64,097-79.4% |
| Participation rate | 62.5% | 62.3%+0.2pp | 82.1%-19.6pp | 55.2%+7.3pp |
| Annual return | 56.09% | 78.78%-22.7pp | 70.43%-14.3pp | 34.64%+21.4pp |
| Employer contribution / active EE | $2,331 | $2,872-18.8% | $4,593-49.2% | $1,891+23.3% |
| Participant deferral / active EE | $3,960 | $5,407-26.8% | $7,906-49.9% | $3,080+28.6% |
| Admin fee / account holder | $1,566 | $3,730-58.0% | $13,708-88.6% | $3,454-54.7% |