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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 | $16,611 | $78,423-78.8% | $95,964-82.7% | $79,856-79.2% |
| Participation rate | 45.9% | 73.5%-27.5pp | 77.1%-31.1pp | 69.6%-23.7pp |
| Annual return | 54.47% | 19.37%+35.1pp | 91.64%-37.2pp | 31.71%+22.8pp |
| Employer contribution / active EE | $1,838 | $1,945-5.5% | $2,541-27.7% | $2,471-25.6% |
| Participant deferral / active EE | $3,963 | $3,440+15.2% | $4,167-4.9% | $3,741+5.9% |
| Admin fee / account holder | $2,672 | $5,622-52.5% | $6,797-60.7% | $5,306-49.6% |