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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 | $14,625 | $102,429-85.7% | $147,096-90.1% | $80,925-81.9% |
| Participation rate | 48.5% | 75.9%-27.3pp | 82.2%-33.7pp | 67.7%-19.1pp |
| Annual return | 44.74% | 135.02%-90.3pp | 419.75%-375.0pp | 35.65%+9.1pp |
| Employer contribution / active EE | $1,497 | $3,716-59.7% | $4,936-69.7% | $2,756-45.7% |
| Participant deferral / active EE | $2,612 | $6,649-60.7% | $8,071-67.6% | $4,299-39.2% |
| Admin fee / account holder | $5,141 | $7,957-35.4% | $13,005-60.5% | $6,940-25.9% |