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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 | $10,436 | $93,589-88.8% | $135,942-92.3% | $75,181-86.1% |
| Participation rate | 47.5% | 75.2%-27.7pp | 81.9%-34.4pp | 67.2%-19.7pp |
| Annual return | 65.18% | 30.90%+34.3pp | 68.28%-3.1pp | 160.69%-95.5pp |
| Employer contribution / active EE | $1,995 | $3,537-43.6% | $4,858-58.9% | $2,671-25.3% |
| Participant deferral / active EE | $3,494 | $6,405-45.5% | $7,759-55.0% | $4,126-15.3% |
| Admin fee / account holder | $323 | $6,977-95.4% | $10,764-97.0% | $5,650-94.3% |