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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 | $11,243 | $98,776-88.6% | $149,745-92.5% | $79,856-85.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 62.02% | 27.38%+34.6pp | 276.72%-214.7pp | 31.71%+30.3pp |
| Employer contribution / active EE | $1,582 | $3,217-50.8% | $4,646-65.9% | $2,471-36.0% |
| Participant deferral / active EE | $2,853 | $5,681-49.8% | $6,843-58.3% | $3,741-23.7% |
| Admin fee / account holder | $940 | $6,053-84.5% | $9,312-89.9% | $5,306-82.3% |