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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 | $16,228 | $64,324-74.8% | $118,946-86.4% | $79,852-79.7% |
| Participation rate | 33.8% | 64.9%-31.1pp | 75.4%-41.6pp | 69.6%-35.9pp |
| Annual return | 71.08% | 86.45%-15.4pp | 35.89%+35.2pp | 31.72%+39.4pp |
| Employer contribution / active EE | $1,553 | $1,836-15.4% | $3,263-52.4% | $2,471-37.1% |
| Participant deferral / active EE | $1,786 | $2,824-36.8% | $4,266-58.1% | $3,740-52.3% |
| Admin fee / account holder | $4,410 | $4,040+9.2% | $6,581-33.0% | $5,306-16.9% |