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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 | $13,045 | $93,345-86.0% | $119,126-89.0% | $87,485-85.1% |
| Participation rate | 58.1% | 68.7%-10.6pp | 75.8%-17.6pp | 68.9%-10.8pp |
| Annual return | 34.15% | 19.08%+15.1pp | 282.11%-248.0pp | 26.06%+8.1pp |
| Employer contribution / active EE | $2,183 | $3,172-31.2% | $4,034-45.9% | $2,596-15.9% |
| Participant deferral / active EE | $3,856 | $4,099-5.9% | $5,318-27.5% | $4,274-9.8% |
| Admin fee / account holder | $1,081 | $8,039-86.5% | $10,693-89.9% | $7,775-86.1% |