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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 | $30,502 | $100,060-69.5% | $149,721-79.6% | $70,126-56.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 15.83% | 27.46%-11.6pp | 1501.67%-1485.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,812 | $3,661-50.5% | $5,444-66.7% | $2,343-22.6% |
| Participant deferral / active EE | $5,247 | $4,982+5.3% | $6,568-20.1% | $3,332+57.5% |
| Admin fee / account holder | $4,153 | $8,285-49.9% | $11,282-63.2% | $4,645-10.6% |