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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 | $23,336 | $137,414-83.0% | $189,545-87.7% | $85,851-72.8% |
| Participation rate | 67.6% | 84.6%-17.0pp | 87.8%-20.2pp | 69.3%-1.8pp |
| Annual return | 14.69% | 38.14%-23.5pp | 555.36%-540.7pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,718 | $4,344-60.5% | $6,162-72.1% | $2,565-33.1% |
| Participant deferral / active EE | $3,015 | $6,260-51.8% | $8,220-63.3% | $3,952-23.7% |
| Admin fee / account holder | $1,551 | $8,630-82.0% | $12,049-87.1% | $6,261-75.2% |