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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 | $20,708 | $102,393-79.8% | $147,041-85.9% | $80,911-74.4% |
| Participation rate | 52.3% | 75.9%-23.6pp | 82.2%-29.9pp | 67.6%-15.4pp |
| Annual return | 19.29% | 134.95%-115.7pp | 419.21%-399.9pp | 35.63%-16.3pp |
| Employer contribution / active EE | $1,269 | $3,715-65.8% | $4,935-74.3% | $2,756-53.9% |
| Participant deferral / active EE | $3,682 | $6,647-44.6% | $8,071-54.4% | $4,297-14.3% |
| Admin fee / account holder | $14,969 | $7,943+88.4% | $13,006+15.1% | $6,935+115.9% |