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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 | $102,429-81.9% | $147,096-87.4% | $80,925-77.1% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 30.74% | 135.02%-104.3pp | 419.75%-389.0pp | 35.65%-4.9pp |
| Employer contribution / active EE | $1,828 | $3,716-50.8% | $4,936-63.0% | $2,756-33.7% |
| Participant deferral / active EE | $3,015 | $6,649-54.7% | $8,071-62.6% | $4,299-29.9% |
| Admin fee / account holder | $6,608 | $7,957-17.0% | $13,005-49.2% | $6,940-4.8% |