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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 | $18,524 | $102,382-81.9% | $147,005-87.4% | $80,874-77.1% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 30.74% | 134.89%-104.2pp | 418.76%-388.0pp | 35.62%-4.9pp |
| Employer contribution / active EE | $1,828 | $3,715-50.8% | $4,934-63.0% | $2,756-33.7% |
| Participant deferral / active EE | $3,015 | $6,646-54.6% | $8,070-62.6% | $4,297-29.8% |
| Admin fee / account holder | $6,608 | $7,942-16.8% | $13,006-49.2% | $6,935-4.7% |