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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 | $30,965 | $90,170-65.7% | $150,734-79.5% | $69,733-55.6% |
| Participation rate | 36.3% | 60.2%-24.0pp | 78.4%-42.2pp | 62.5%-26.2pp |
| Annual return | 20.25% | 16.56%+3.7pp | 600.81%-580.6pp | 15.22%+5.0pp |
| Employer contribution / active EE | $1,668 | $3,428-51.4% | $4,918-66.1% | $2,250-25.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4,168 | $4,600-9.4% | $14,905-72.0% | $3,102+34.4% |