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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 | $19,104 | $68,394-72.1% | $94,672-79.8% | $75,177-74.6% |
| Participation rate | 68.4% | 76.1%-7.7pp | 80.8%-12.4pp | 67.2%+1.2pp |
| Annual return | 17.30% | 616.92%-599.6pp | 156.89%-139.6pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,567 | $2,701-42.0% | $3,673-57.3% | $2,671-41.3% |
| Participant deferral / active EE | $3,236 | $6,536-50.5% | $7,417-56.4% | $4,126-21.6% |
| Admin fee / account holder | $856 | $5,326-83.9% | $7,222-88.1% | $5,651-84.8% |