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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 | $17,850 | $66,813-73.3% | $100,528-82.2% | $73,493-75.7% |
| Participation rate | 29.7% | 77.5%-47.8pp | 79.4%-49.7pp | 70.7%-41.0pp |
| Annual return | 131.67% | 25.70%+106.0pp | 30.90%+100.8pp | 28.51%+103.2pp |
| Employer contribution / active EE | $734 | $2,147-65.8% | $3,419-78.5% | $2,270-67.7% |
| Participant deferral / active EE | $4,040 | $5,883-31.3% | $6,271-35.6% | $3,740+8.0% |
| Admin fee / account holder | $5,926 | $512+1057.3% | $8,084-26.7% | $513+1055.0% |