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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 | $88,203-66.4% | $165,100-82.1% | $74,478-60.2% |
| Participation rate | 50.0% | 73.1%-23.1pp | 78.6%-28.6pp | 67.2%-17.2pp |
| Annual return | 71.67% | 17.13%+54.5pp | 70.21%+1.5pp | 1370.56%-1298.9pp |
| Employer contribution / active EE | $2,027 | $2,601-22.1% | $4,348-53.4% | $2,626-22.8% |
| Participant deferral / active EE | $4,237 | $4,505-5.9% | $6,035-29.8% | $4,350-2.6% |
| Admin fee / account holder | $709 | $2,235-68.3% | $12,696-94.4% | $1,946-63.6% |