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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 | $25,454 | $96,731-73.7% | $123,973-79.5% | $86,983-70.7% |
| Participation rate | 42.9% | 70.0%-27.2pp | 76.7%-33.8pp | 69.5%-26.7pp |
| Annual return | 111.82% | 17.33%+94.5pp | 388.13%-276.3pp | 25.83%+86.0pp |
| Employer contribution / active EE | $1,429 | $3,297-56.7% | $4,126-65.4% | $2,584-44.7% |
| Participant deferral / active EE | $3,432 | $4,152-17.3% | $5,247-34.6% | $4,194-18.2% |
| Admin fee / account holder | $412 | $8,722-95.3% | $11,799-96.5% | $7,856-94.8% |