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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 | $78,562-63.9% | $105,608-73.1% | $74,429-61.8% |
| Participation rate | 51.9% | 72.8%-20.9pp | 75.3%-23.4pp | 67.2%-15.3pp |
| Annual return | 14.35% | 15.94%-1.6pp | 116.50%-102.1pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,263 | $2,521-49.9% | $3,167-60.1% | $2,625-51.9% |
| Participant deferral / active EE | $2,020 | $4,321-53.3% | $5,010-59.7% | $4,348-53.5% |
| Admin fee / account holder | $5,289 | $2,217+138.6% | $11,028-52.0% | $1,944+172.0% |