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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 | $5,063 | $117,433-95.7% | $99,475-94.9% | $152,897-96.7% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 36.90% | 31.87%+5.0pp | 30.72%+6.2pp | 345.43%-308.5pp |
| Employer contribution / active EE | $1,371 | $3,013-54.5% | $2,540-46.0% | $4,764-71.2% |
| Participant deferral / active EE | $3,571 | $4,086-12.6% | $3,619-1.3% | $5,851-39.0% |
| Admin fee / account holder | $11,756 | $7,634+54.0% | $6,252+88.0% | $11,599+1.4% |