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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 | $22,415 | $102,422-78.1% | $147,117-84.8% | $80,959-72.3% |
| Participation rate | 45.8% | 75.9%-30.0pp | 82.2%-36.4pp | 67.7%-21.8pp |
| Annual return | 122.82% | 135.16%-12.3pp | 420.54%-297.7pp | 35.67%+87.2pp |
| Employer contribution / active EE | $1,807 | $3,717-51.4% | $4,932-63.4% | $2,757-34.5% |
| Participant deferral / active EE | $3,432 | $6,652-48.4% | $8,065-57.4% | $4,300-20.2% |
| Admin fee / account holder | $1,157 | $7,953-85.5% | $12,993-91.1% | $6,925-83.3% |