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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 | $22,861 | $86,949-73.7% | $102,460-77.7% | $80,959-71.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 100.77% | 18.89%+81.9pp | 29.47%+71.3pp | 35.67%+65.1pp |
| Employer contribution / active EE | $1,304 | $2,370-45.0% | $3,025-56.9% | $2,757-52.7% |
| Participant deferral / active EE | $2,114 | $4,121-48.7% | $5,056-58.2% | $4,300-50.8% |
| Admin fee / account holder | $811 | $8,048-89.9% | $9,460-91.4% | $6,925-88.3% |