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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 | $18,440 | $105,284-82.5% | $150,734-87.8% | $94,015-80.4% |
| Participation rate | 42.9% | 71.7%-28.9pp | 78.4%-35.6pp | 70.8%-28.0pp |
| Annual return | 23.29% | 15.67%+7.6pp | 600.81%-577.5pp | 17.84%+5.5pp |
| Employer contribution / active EE | $1,448 | $3,599-59.8% | $4,918-70.6% | $2,790-48.1% |
| Participant deferral / active EE | $2,842 | $4,274-33.5% | $5,610-49.3% | $4,249-33.1% |
| Admin fee / account holder | $1,681 | $9,839-82.9% | $14,905-88.7% | $8,951-81.2% |