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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 | $14,762 | $102,429-85.6% | $147,096-90.0% | $80,925-81.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.42% | 135.02%-119.6pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $3,452 | $3,716-7.1% | $4,936-30.1% | $2,756+25.3% |
| Participant deferral / active EE | $4,696 | $6,649-29.4% | $8,071-41.8% | $4,299+9.2% |
| Admin fee / account holder | $865 | $7,957-89.1% | $13,005-93.3% | $6,940-87.5% |