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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 | $17,370 | $117,829-85.3% | $102,423-83.0% | $145,877-88.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 80.48% | 31.83%+48.6pp | 29.42%+51.1pp | 551.28%-470.8pp |
| Employer contribution / active EE | $2,755 | $3,615-23.8% | $3,023-8.9% | $4,663-40.9% |
| Participant deferral / active EE | $5,538 | $5,732-3.4% | $5,054+9.6% | $6,691-17.2% |
| Admin fee / account holder | $4,390 | $13,335-67.1% | $9,455-53.6% | $13,402-67.2% |