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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 | $13,421 | $73,638-81.8% | $95,960-86.0% | $73,493-81.7% |
| Participation rate | 55.4% | 76.2%-20.8pp | 77.1%-21.7pp | 70.7%-15.3pp |
| Annual return | 39.31% | 16.78%+22.5pp | 91.63%-52.3pp | 28.51%+10.8pp |
| Employer contribution / active EE | $1,005 | $1,863-46.1% | $2,541-60.5% | $2,270-55.7% |
| Participant deferral / active EE | $2,647 | $3,617-26.8% | $4,167-36.5% | $3,740-29.2% |
| Admin fee / account holder | $347 | $482-27.9% | $6,797-94.9% | $513-32.3% |