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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 | $18,054 | $117,846-84.7% | $102,434-82.4% | $145,884-87.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 64.98% | 31.90%+33.1pp | 29.46%+35.5pp | 551.85%-486.9pp |
| Employer contribution / active EE | $1,914 | $3,615-47.0% | $3,023-36.7% | $4,662-58.9% |
| Participant deferral / active EE | $2,907 | $5,733-49.3% | $5,055-42.5% | $6,690-56.5% |
| Admin fee / account holder | $731 | $13,356-94.5% | $9,462-92.3% | $13,392-94.5% |