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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 | $71,353-78.5% | $92,805-83.4% | $86,983-82.3% |
| Participation rate | 65.8% | 80.9%-15.1pp | 83.5%-17.7pp | 69.5%-3.8pp |
| Annual return | 118.22% | 44.68%+73.5pp | 31.59%+86.6pp | 25.83%+92.4pp |
| Employer contribution / active EE | $2,803 | $2,468+13.6% | $3,424-18.1% | $2,584+8.5% |
| Participant deferral / active EE | $5,000 | $6,966-28.2% | $8,448-40.8% | $4,194+19.2% |
| Admin fee / account holder | $3,151 | $6,099-48.3% | $10,911-71.1% | $7,856-59.9% |