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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 | $28,221 | $88,186-68.0% | $165,071-82.9% | $74,459-62.1% |
| Participation rate | 43.6% | 73.1%-29.5pp | 78.6%-35.0pp | 67.2%-23.6pp |
| Annual return | 19.60% | 17.13%+2.5pp | 70.17%-50.6pp | 1369.70%-1350.1pp |
| Employer contribution / active EE | $2,142 | $2,600-17.6% | $4,347-50.7% | $2,626-18.4% |
| Participant deferral / active EE | $3,932 | $4,505-12.7% | $6,035-34.8% | $4,350-9.6% |
| Admin fee / account holder | $4,045 | $2,234+81.1% | $12,695-68.1% | $1,945+108.0% |