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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 | $27,607 | $101,672-72.8% | $147,117-81.2% | $74,478-62.9% |
| Participation rate | 54.1% | 75.5%-21.5pp | 82.2%-28.1pp | 67.2%-13.1pp |
| Annual return | 17.43% | 8757.83%-8740.4pp | 420.54%-403.1pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $2,319 | $3,813-39.2% | $4,932-53.0% | $2,626-11.7% |
| Participant deferral / active EE | $3,550 | $7,305-51.4% | $8,065-56.0% | $4,350-18.4% |
| Admin fee / account holder | $6,439 | $1,753+267.3% | $12,993-50.4% | $1,946+230.9% |