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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 | $22,847 | $82,028-72.1% | $123,105-81.4% | $59,633-61.7% |
| Participation rate | 52.0% | 83.2%-31.2pp | 86.8%-34.8pp | 68.7%-16.7pp |
| Annual return | 69.54% | 5.12%+64.4pp | 13.22%+56.3pp | 2041.45%-1971.9pp |
| Employer contribution / active EE | $1,884 | $3,297-42.9% | $5,151-63.4% | $2,203-14.5% |
| Participant deferral / active EE | $3,142 | $4,667-32.7% | $6,229-49.6% | $3,192-1.5% |
| Admin fee / account holder | $10,061 | $5,879+71.1% | $9,014+11.6% | $4,297+134.1% |