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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 | $16,079 | $63,346-74.6% | $92,240-82.6% | $70,126-77.1% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 32.93% | 530.19%-497.3pp | 176.29%-143.4pp | 73.15%-40.2pp |
| Employer contribution / active EE | $1,726 | $2,471-30.1% | $3,680-53.1% | $2,343-26.3% |
| Participant deferral / active EE | $3,708 | $2,854+30.0% | $3,897-4.8% | $3,332+11.3% |
| Admin fee / account holder | $422 | $3,841-89.0% | $5,194-91.9% | $4,645-90.9% |