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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 | $17,416 | $87,834-80.2% | $133,975-87.0% | $62,881-72.3% |
| Participation rate | 48.1% | 83.4%-35.3pp | 87.1%-39.0pp | 69.3%-21.2pp |
| Annual return | 93.50% | 12.05%+81.4pp | 29.29%+64.2pp | 20.14%+73.4pp |
| Employer contribution / active EE | $1,327 | $3,482-61.9% | $5,211-74.5% | $2,281-41.8% |
| Participant deferral / active EE | $4,865 | $4,812+1.1% | $6,282-22.6% | $3,203+51.9% |
| Admin fee / account holder | $1,832 | $5,372-65.9% | $9,324-80.4% | $4,296-57.4% |