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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 | $15,362 | $77,358-80.1% | $102,184-85.0% | $87,485-82.4% |
| Participation rate | 65.8% | 78.7%-12.9pp | 82.6%-16.8pp | 68.9%-3.1pp |
| Annual return | 118.22% | 41.11%+77.1pp | 31.58%+86.6pp | 26.06%+92.2pp |
| Employer contribution / active EE | $2,803 | $2,562+9.4% | $3,594-22.0% | $2,596+8.0% |
| Participant deferral / active EE | $5,000 | $6,753-26.0% | $8,309-39.8% | $4,274+17.0% |
| Admin fee / account holder | $3,151 | $6,809-53.7% | $11,609-72.9% | $7,775-59.5% |