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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 | $19,401 | $106,749-81.8% | $145,433-86.7% | $82,448-76.5% |
| Participation rate | 46.3% | 75.6%-29.3pp | 82.1%-35.8pp | 68.1%-21.8pp |
| Annual return | 103.91% | 27.59%+76.3pp | 66.58%+37.3pp | 41.64%+62.3pp |
| Employer contribution / active EE | $1,794 | $3,444-47.9% | $4,554-60.6% | $2,551-29.7% |
| Participant deferral / active EE | $2,610 | $6,519-60.0% | $7,897-66.9% | $4,139-36.9% |
| Admin fee / account holder | $335 | $8,390-96.0% | $13,129-97.5% | $7,234-95.4% |