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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 | $17,963 | $78,428-77.1% | $95,960-81.3% | $79,852-77.5% |
| Participation rate | 55.0% | 73.5%-18.5pp | 77.1%-22.1pp | 69.6%-14.6pp |
| Annual return | 46.23% | 19.37%+26.9pp | 91.63%-45.4pp | 31.72%+14.5pp |
| Employer contribution / active EE | $1,202 | $1,945-38.2% | $2,541-52.7% | $2,471-51.4% |
| Participant deferral / active EE | $4,639 | $3,440+34.9% | $4,167+11.3% | $3,740+24.0% |
| Admin fee / account holder | $835 | $5,622-85.1% | $6,797-87.7% | $5,306-84.3% |