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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 | $21,782 | $157,829-86.2% | $136,867-84.1% | $198,609-89.0% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 18.65% | 51.25%-32.6pp | 42.97%-24.3pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,888 | $3,923-51.9% | $3,547-46.8% | $5,055-62.7% |
| Participant deferral / active EE | $2,457 | $5,463-55.0% | $4,924-50.1% | $6,977-64.8% |
| Admin fee / account holder | $2,869 | $11,107-74.2% | $10,340-72.3% | $19,030-84.9% |