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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 | $12,182 | $60,139-79.7% | $90,461-86.5% | $79,856-84.7% |
| Participation rate | 67.7% | 65.0%+2.7pp | 72.7%-5.0pp | 69.6%-1.9pp |
| Annual return | 18.83% | 71.96%-53.1pp | 1294.76%-1275.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,329 | $2,069+12.6% | $3,264-28.6% | $2,471-5.8% |
| Participant deferral / active EE | $4,236 | $2,939+44.1% | $3,964+6.9% | $3,741+13.2% |
| Admin fee / account holder | $1,084 | $3,978-72.8% | $5,617-80.7% | $5,306-79.6% |