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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 | $32,861 | $79,223-58.5% | $102,460-67.9% | $74,478-55.9% |
| Participation rate | 67.7% | 74.8%-7.0pp | 76.5%-8.8pp | 67.2%+0.5pp |
| Annual return | 17.00% | 54.98%-38.0pp | 29.47%-12.5pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $1,314 | $2,363-44.4% | $3,025-56.6% | $2,626-50.0% |
| Participant deferral / active EE | $2,749 | $4,417-37.8% | $5,056-45.6% | $4,350-36.8% |
| Admin fee / account holder | $5,290 | $2,003+164.1% | $9,460-44.1% | $1,946+171.9% |