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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 | $35,766 | $81,474-56.1% | $133,971-73.3% | $73,493-51.3% |
| Participation rate | 60.5% | 76.4%-15.9pp | 79.8%-19.3pp | 70.7%-10.2pp |
| Annual return | 108.05% | 19.40%+88.6pp | 45.09%+63.0pp | 28.51%+79.5pp |
| Employer contribution / active EE | $1,047 | $2,209-52.6% | $3,919-73.3% | $2,270-53.9% |
| Participant deferral / active EE | $2,712 | $3,786-28.4% | $5,047-46.3% | $3,740-27.5% |
| Admin fee / account holder | $2,415 | $713+238.6% | $8,929-73.0% | $513+370.6% |