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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 | $22,608 | $96,731-76.6% | $123,973-81.8% | $86,983-74.0% |
| Participation rate | 46.7% | 70.0%-23.4pp | 76.7%-30.0pp | 69.5%-22.9pp |
| Annual return | 20.23% | 17.33%+2.9pp | 388.13%-367.9pp | 25.83%-5.6pp |
| Employer contribution / active EE | $1,503 | $3,297-54.4% | $4,126-63.6% | $2,584-41.9% |
| Participant deferral / active EE | $2,462 | $4,152-40.7% | $5,247-53.1% | $4,194-41.3% |
| Admin fee / account holder | $570 | $8,722-93.5% | $11,799-95.2% | $7,856-92.7% |