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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 | $19,942 | $154,159-87.1% | $130,026-84.7% | $139,456-85.7% |
| Participation rate | 53.8% | 82.0%-28.1pp | 78.5%-24.6pp | 80.3%-26.5pp |
| Annual return | 19.84% | 32.50%-12.7pp | -137.26%+157.1pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,020 | $5,292-61.8% | $4,321-53.2% | $4,753-57.5% |
| Participant deferral / active EE | $4,655 | $6,710-30.6% | $5,821-20.0% | $6,711-30.6% |
| Admin fee / account holder | $1,918 | $14,001-86.3% | $10,608-81.9% | $11,407-83.2% |