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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 | $19,029 | $79,181-76.0% | $102,423-81.4% | $74,429-74.4% |
| Participation rate | 53.3% | 74.8%-21.5pp | 76.5%-23.2pp | 67.2%-13.9pp |
| Annual return | 74.50% | 54.97%+19.5pp | 29.42%+45.1pp | 1368.38%-1293.9pp |
| Employer contribution / active EE | $1,510 | $2,362-36.1% | $3,023-50.0% | $2,625-42.5% |
| Participant deferral / active EE | $2,772 | $4,416-37.2% | $5,054-45.2% | $4,348-36.3% |
| Admin fee / account holder | $3,418 | $2,002+70.8% | $9,455-63.8% | $1,944+75.8% |