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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 | $17,411 | $89,259-80.5% | $107,187-83.8% | $82,637-78.9% |
| Participation rate | 64.1% | 67.9%-3.8pp | 75.0%-10.9pp | 68.1%-4.0pp |
| Annual return | 138.79% | 21.02%+117.8pp | 204.55%-65.8pp | 53.51%+85.3pp |
| Employer contribution / active EE | $1,809 | $3,080-41.3% | $3,782-52.2% | $2,552-29.1% |
| Participant deferral / active EE | $4,506 | $4,037+11.6% | $5,096-11.6% | $4,126+9.2% |
| Admin fee / account holder | $669 | $7,381-90.9% | $9,162-92.7% | $7,339-90.9% |