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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 | $19,749 | $102,385-80.7% | $147,080-86.6% | $80,935-75.6% |
| Participation rate | 65.3% | 75.9%-10.6pp | 82.2%-16.9pp | 67.7%-2.4pp |
| Annual return | 47.75% | 135.09%-87.3pp | 420.17%-372.4pp | 35.66%+12.1pp |
| Employer contribution / active EE | $1,374 | $3,717-63.0% | $4,933-72.2% | $2,757-50.2% |
| Participant deferral / active EE | $2,999 | $6,651-54.9% | $8,066-62.8% | $4,299-30.2% |
| Admin fee / account holder | $1,391 | $7,951-82.5% | $12,989-89.3% | $6,924-79.9% |