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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 | $13,326 | $91,179-85.4% | $178,499-92.5% | $79,852-83.3% |
| Participation rate | 59.0% | 69.2%-10.2pp | 81.9%-23.0pp | 69.6%-10.7pp |
| Annual return | 71.32% | 24.19%+47.1pp | 151.10%-79.8pp | 31.72%+39.6pp |
| Employer contribution / active EE | $1,271 | $3,256-61.0% | $5,011-74.6% | $2,471-48.6% |
| Participant deferral / active EE | $2,868 | $3,236-11.4% | $5,202-44.9% | $3,740-23.3% |
| Admin fee / account holder | $405 | $6,749-94.0% | $13,986-97.1% | $5,306-92.4% |