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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 | $10,396 | $77,962-86.7% | $178,540-94.2% | $80,935-87.2% |
| Participation rate | 28.3% | 65.7%-37.4pp | 77.1%-48.8pp | 67.7%-39.4pp |
| Annual return | 45.69% | 18.10%+27.6pp | 27.15%+18.5pp | 35.66%+10.0pp |
| Employer contribution / active EE | $1,507 | $2,280-33.9% | $3,953-61.9% | $2,757-45.3% |
| Participant deferral / active EE | $2,990 | $4,404-32.1% | $6,281-52.4% | $4,299-30.5% |
| Admin fee / account holder | $28,167 | $7,156+293.6% | $10,424+170.2% | $6,924+306.8% |