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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 | $15,408 | $102,385-85.0% | $147,080-89.5% | $80,935-81.0% |
| Participation rate | 55.6% | 75.9%-20.3pp | 82.2%-26.6pp | 67.7%-12.1pp |
| Annual return | 12.44% | 135.09%-122.7pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,668 | $3,717-28.2% | $4,933-45.9% | $2,757-3.2% |
| Participant deferral / active EE | $2,726 | $6,651-59.0% | $8,066-66.2% | $4,299-36.6% |
| Admin fee / account holder | $2,993 | $7,951-62.4% | $12,989-77.0% | $6,924-56.8% |