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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 | $15,523 | $157,829-90.2% | $136,867-88.7% | $198,609-92.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 20.66% | 51.25%-30.6pp | 42.97%-22.3pp | 202.70%-182.0pp |
| Employer contribution / active EE | $1,739 | $3,923-55.7% | $3,547-51.0% | $5,055-65.6% |
| Participant deferral / active EE | $3,450 | $5,463-36.9% | $4,924-29.9% | $6,977-50.6% |
| Admin fee / account holder | $3,766 | $11,107-66.1% | $10,340-63.6% | $19,030-80.2% |