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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 | $26,358 | $79,209-66.7% | $102,434-74.3% | $74,459-64.6% |
| Participation rate | 51.6% | 74.8%-23.2pp | 76.5%-24.9pp | 67.2%-15.7pp |
| Annual return | 13.46% | 54.98%-41.5pp | 29.46%-16.0pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,309 | $2,362-44.6% | $3,023-56.7% | $2,626-50.2% |
| Participant deferral / active EE | $2,928 | $4,417-33.7% | $5,055-42.1% | $4,350-32.7% |
| Admin fee / account holder | $15,245 | $2,002+661.6% | $9,462+61.1% | $1,945+683.9% |