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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 | $28,397 | $78,607-63.9% | $105,624-73.1% | $74,478-61.9% |
| Participation rate | 51.9% | 72.8%-20.9pp | 75.3%-23.4pp | 67.2%-15.3pp |
| Annual return | 14.35% | 15.96%-1.6pp | 116.20%-101.9pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,263 | $2,523-50.0% | $3,168-60.1% | $2,626-51.9% |
| Participant deferral / active EE | $2,020 | $4,325-53.3% | $5,013-59.7% | $4,350-53.6% |
| Admin fee / account holder | $5,289 | $2,220+138.3% | $10,961-51.7% | $1,946+171.8% |