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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 | $22,391 | $105,200-78.7% | $159,474-86.0% | $85,847-73.9% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.8%-17.5pp | 69.3%-4.0pp |
| Annual return | 15.53% | 45.08%-29.5pp | 263.68%-248.1pp | 318.61%-303.1pp |
| Employer contribution / active EE | $2,103 | $3,319-36.6% | $4,831-56.5% | $2,565-18.0% |
| Participant deferral / active EE | $7,355 | $5,946+23.7% | $7,3530% | $3,952+86.1% |
| Admin fee / account holder | $3,761 | $6,934-45.8% | $10,802-65.2% | $6,261-39.9% |