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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 | $19,691 | $154,159-87.2% | $130,026-84.9% | $139,456-85.9% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.5%-17.0pp | 80.3%-18.8pp |
| Annual return | 27.53% | 32.50%-5.0pp | -137.26%+164.8pp | 373.45%-345.9pp |
| Employer contribution / active EE | $2,303 | $5,292-56.5% | $4,321-46.7% | $4,753-51.5% |
| Participant deferral / active EE | $4,431 | $6,710-34.0% | $5,821-23.9% | $6,711-34.0% |
| Admin fee / account holder | $1,679 | $14,001-88.0% | $10,608-84.2% | $11,407-85.3% |