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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 | $88,117-68.2% | $164,928-83.0% | $74,400-62.3% |
| Participation rate | 52.9% | 73.1%-20.2pp | 78.6%-25.7pp | 67.2%-14.3pp |
| Annual return | 13.80% | 17.27%-3.5pp | 70.08%-56.3pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $805 | $2,596-69.0% | $4,343-81.5% | $2,624-69.3% |
| Participant deferral / active EE | $2,391 | $4,501-46.9% | $6,034-60.4% | $4,348-45.0% |
| Admin fee / account holder | $1,939 | $2,230-13.1% | $12,684-84.7% | $1,944-0.3% |