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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 | $15,480 | $78,707-80.3% | $117,861-86.9% | $70,126-77.9% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 25.67% | 23.30%+2.4pp | 335.11%-309.4pp | 73.15%-47.5pp |
| Employer contribution / active EE | $1,104 | $2,223-50.4% | $3,786-70.8% | $2,343-52.9% |
| Participant deferral / active EE | $3,990 | $3,297+21.0% | $4,482-11.0% | $3,332+19.8% |
| Admin fee / account holder | $798 | $5,066-84.3% | $8,021-90.1% | $4,645-82.8% |