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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 | $27,691 | $100,060-72.3% | $149,721-81.5% | $70,126-60.5% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.1%-24.6pp | 69.5%-7.0pp |
| Annual return | 15.19% | 27.46%-12.3pp | 1501.67%-1486.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,074 | $3,661-43.3% | $5,444-61.9% | $2,343-11.5% |
| Participant deferral / active EE | $4,696 | $4,982-5.7% | $6,568-28.5% | $3,332+41.0% |
| Admin fee / account holder | $5,389 | $8,285-35.0% | $11,282-52.2% | $4,645+16.0% |