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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 | $18,814 | $102,385-81.6% | $147,080-87.2% | $80,935-76.8% |
| Participation rate | 55.8% | 75.9%-20.1pp | 82.2%-26.4pp | 67.7%-11.8pp |
| Annual return | 11.95% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,736 | $3,717-53.3% | $4,933-64.8% | $2,757-37.0% |
| Participant deferral / active EE | $3,469 | $6,651-47.8% | $8,066-57.0% | $4,299-19.3% |
| Admin fee / account holder | $3,696 | $7,951-53.5% | $12,989-71.5% | $6,924-46.6% |