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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 | $19,963 | $103,393-80.7% | $87,103-77.1% | $152,909-86.9% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 50.08% | 28.10%+22.0pp | 28.19%+21.9pp | 345.46%-295.4pp |
| Employer contribution / active EE | $1,081 | $3,221-66.4% | $2,521-57.1% | $4,764-77.3% |
| Participant deferral / active EE | $5,715 | $4,778+19.6% | $4,049+41.2% | $5,851-2.3% |
| Admin fee / account holder | $553 | $12,195-95.5% | $7,491-92.6% | $11,601-95.2% |