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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 | $13,895 | $100,060-86.1% | $149,721-90.7% | $70,126-80.2% |
| Participation rate | 53.4% | 83.6%-30.2pp | 87.1%-33.7pp | 69.5%-16.1pp |
| Annual return | 32.35% | 27.46%+4.9pp | 1501.67%-1469.3pp | 73.15%-40.8pp |
| Employer contribution / active EE | $1,784 | $3,661-51.3% | $5,444-67.2% | $2,343-23.8% |
| Participant deferral / active EE | $3,821 | $4,982-23.3% | $6,568-41.8% | $3,332+14.7% |
| Admin fee / account holder | $516 | $8,285-93.8% | $11,282-95.4% | $4,645-88.9% |