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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 | $20,456 | $102,382-80.0% | $147,005-86.1% | $80,874-74.7% |
| Participation rate | 40.6% | 75.8%-35.2pp | 82.2%-41.5pp | 67.6%-27.0pp |
| Annual return | 25.59% | 134.89%-109.3pp | 418.76%-393.2pp | 35.62%-10.0pp |
| Employer contribution / active EE | $2,311 | $3,715-37.8% | $4,934-53.2% | $2,756-16.1% |
| Participant deferral / active EE | $2,932 | $6,646-55.9% | $8,070-63.7% | $4,297-31.8% |
| Admin fee / account holder | $4,138 | $7,942-47.9% | $13,006-68.2% | $6,935-40.3% |