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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 | $36,192 | $88,203-59.0% | $165,100-78.1% | $74,478-51.4% |
| Participation rate | 53.8% | 73.1%-19.3pp | 78.6%-24.8pp | 67.2%-13.4pp |
| Annual return | 14.04% | 17.13%-3.1pp | 70.21%-56.2pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $1,370 | $2,601-47.3% | $4,348-68.5% | $2,626-47.9% |
| Participant deferral / active EE | $2,593 | $4,505-42.4% | $6,035-57.0% | $4,350-40.4% |
| Admin fee / account holder | $5,959 | $2,235+166.6% | $12,696-53.1% | $1,946+206.3% |