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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 | $102,393-85.7% | $147,041-90.1% | $80,911-81.9% |
| Participation rate | 48.5% | 75.9%-27.3pp | 82.2%-33.6pp | 67.6%-19.1pp |
| Annual return | 44.74% | 134.95%-90.2pp | 419.21%-374.5pp | 35.63%+9.1pp |
| Employer contribution / active EE | $1,497 | $3,715-59.7% | $4,935-69.7% | $2,756-45.7% |
| Participant deferral / active EE | $2,612 | $6,647-60.7% | $8,071-67.6% | $4,297-39.2% |
| Admin fee / account holder | $5,141 | $7,943-35.3% | $13,006-60.5% | $6,935-25.9% |