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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 | $28,868 | $83,369-65.4% | $105,223-72.6% | $67,986-57.5% |
| Participation rate | 57.7% | 56.3%+1.5pp | 75.0%-17.3pp | 57.2%+0.5pp |
| Annual return | 20.06% | 24.64%-4.6pp | 180.65%-160.6pp | 31.67%-11.6pp |
| Employer contribution / active EE | $1,136 | $2,541-55.3% | $3,689-69.2% | $2,019-43.7% |
| Participant deferral / active EE | $2,283 | $3,295-30.7% | $5,072-55.0% | $3,358-32.0% |
| Admin fee / account holder | $2,258 | $4,073-44.6% | $8,859-74.5% | $3,203-29.5% |