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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 | $102,422-79.8% | $147,117-85.9% | $80,959-74.4% |
| Participation rate | 52.3% | 75.9%-23.6pp | 82.2%-29.9pp | 67.7%-15.4pp |
| Annual return | 19.29% | 135.16%-115.9pp | 420.54%-401.3pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,269 | $3,717-65.9% | $4,932-74.3% | $2,757-54.0% |
| Participant deferral / active EE | $3,682 | $6,652-44.7% | $8,065-54.3% | $4,300-14.4% |
| Admin fee / account holder | $14,969 | $7,953+88.2% | $12,993+15.2% | $6,925+116.1% |