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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 | $33,368 | $254,759-86.9% | $216,567-84.6% | $198,609-83.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 10.40% | 10.04%+0.4pp | 12.94%-2.5pp | 202.70%-192.3pp |
| Employer contribution / active EE | $2,053 | $6,096-66.3% | $5,216-60.6% | $5,055-59.4% |
| Participant deferral / active EE | $5,677 | $6,948-18.3% | $6,191-8.3% | $6,977-18.6% |
| Admin fee / account holder | $351,748 | $26,311+1236.9% | $21,981+1500.3% | $19,030+1748.4% |