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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 | $102,385-76.1% | $147,080-83.4% | $80,935-69.7% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 13.44% | 135.09%-121.7pp | 420.17%-406.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,438 | $3,717-61.3% | $4,933-70.9% | $2,757-47.8% |
| Participant deferral / active EE | $4,022 | $6,651-39.5% | $8,066-50.1% | $4,299-6.5% |
| Admin fee / account holder | $1,657 | $7,951-79.2% | $12,989-87.2% | $6,924-76.1% |