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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 | $17,648 | $154,193-88.6% | $130,045-86.4% | $139,466-87.3% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 17.05% | 32.51%-15.5pp | -137.30%+154.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,898 | $5,292-64.1% | $4,321-56.1% | $4,754-60.1% |
| Participant deferral / active EE | $3,222 | $6,709-52.0% | $5,820-44.6% | $6,712-52.0% |
| Admin fee / account holder | $456 | $13,989-96.7% | $10,600-95.7% | $11,409-96.0% |