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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 | $29,770 | $98,982-69.9% | $162,185-81.6% | $65,186-54.3% |
| Participation rate | 68.2% | 85.8%-17.6pp | 87.6%-19.3pp | 70.2%-2.0pp |
| Annual return | 42.34% | 24.84%+17.5pp | 115.61%-73.3pp | 29.39%+13.0pp |
| Employer contribution / active EE | $1,906 | $3,467-45.0% | $5,613-66.0% | $2,177-12.5% |
| Participant deferral / active EE | $3,772 | $5,384-29.9% | $7,297-48.3% | $3,514+7.4% |
| Admin fee / account holder | $1,455 | $596+144.0% | $10,844-86.6% | $847+71.7% |