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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 | $23,208 | $102,422-77.3% | $147,117-84.2% | $80,959-71.3% |
| Participation rate | 39.0% | 75.9%-36.8pp | 82.2%-43.2pp | 67.7%-28.6pp |
| Annual return | 21.27% | 135.16%-113.9pp | 420.54%-399.3pp | 35.67%-14.4pp |
| Employer contribution / active EE | $4,055 | $3,717+9.1% | $4,932-17.8% | $2,757+47.1% |
| Participant deferral / active EE | $6,164 | $6,652-7.3% | $8,065-23.6% | $4,300+43.3% |
| Admin fee / account holder | $1,449 | $7,953-81.8% | $12,993-88.8% | $6,925-79.1% |