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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 | $12,324 | $64,324-80.8% | $118,946-89.6% | $79,858-84.6% |
| Participation rate | 47.5% | 64.9%-17.4pp | 75.4%-27.9pp | 69.6%-22.2pp |
| Annual return | 93.19% | 86.45%+6.7pp | 35.89%+57.3pp | 31.72%+61.5pp |
| Employer contribution / active EE | $1,024 | $1,836-44.2% | $3,263-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $1,241 | $2,824-56.0% | $4,266-70.9% | $3,740-66.8% |
| Admin fee / account holder | $791 | $4,040-80.4% | $6,581-88.0% | $5,306-85.1% |