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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 | $34,578 | $79,209-56.3% | $102,434-66.2% | $74,459-53.6% |
| Participation rate | 55.1% | 74.8%-19.7pp | 76.5%-21.4pp | 67.2%-12.1pp |
| Annual return | 14.46% | 54.98%-40.5pp | 29.46%-15.0pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,205 | $2,362-49.0% | $3,023-60.1% | $2,626-54.1% |
| Participant deferral / active EE | $3,145 | $4,417-28.8% | $5,055-37.8% | $4,350-27.7% |
| Admin fee / account holder | $3,603 | $2,002+80.0% | $9,462-61.9% | $1,945+85.3% |