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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 | $28,012 | $88,203-68.2% | $165,100-83.0% | $74,478-62.4% |
| Participation rate | 52.9% | 73.1%-20.2pp | 78.6%-25.7pp | 67.2%-14.3pp |
| Annual return | 13.80% | 17.13%-3.3pp | 70.21%-56.4pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $805 | $2,601-69.1% | $4,348-81.5% | $2,626-69.4% |
| Participant deferral / active EE | $2,391 | $4,505-46.9% | $6,035-60.4% | $4,350-45.0% |
| Admin fee / account holder | $1,939 | $2,235-13.3% | $12,696-84.7% | $1,946-0.4% |