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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 | $24,484 | $102,429-76.1% | $147,096-83.4% | $80,925-69.7% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 13.44% | 135.02%-121.6pp | 419.75%-406.3pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,438 | $3,716-61.3% | $4,936-70.9% | $2,756-47.8% |
| Participant deferral / active EE | $4,022 | $6,649-39.5% | $8,071-50.2% | $4,299-6.4% |
| Admin fee / account holder | $1,657 | $7,957-79.2% | $13,005-87.3% | $6,940-76.1% |