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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 | $29,616 | $88,087-66.4% | $164,866-82.0% | $74,546-60.3% |
| Participation rate | 50.0% | 73.1%-23.1pp | 78.6%-28.6pp | 67.2%-17.2pp |
| Annual return | 71.67% | 17.27%+54.4pp | 69.97%+1.7pp | 1366.03%-1294.4pp |
| Employer contribution / active EE | $2,027 | $2,595-21.9% | $4,343-53.3% | $2,624-22.8% |
| Participant deferral / active EE | $4,237 | $4,499-5.8% | $6,033-29.8% | $4,347-2.5% |
| Admin fee / account holder | $709 | $2,232-68.2% | $12,689-94.4% | $1,944-63.5% |