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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 | $42,854 | $122,042-64.9% | $184,243-76.7% | $74,429-42.4% |
| Participation rate | 63.7% | 85.5%-21.8pp | 86.8%-23.1pp | 67.2%-3.5pp |
| Annual return | 23.14% | 19.91%+3.2pp | 28.82%-5.7pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $2,798 | $4,538-38.3% | $6,427-56.5% | $2,625+6.6% |
| Participant deferral / active EE | $6,095 | $7,143-14.7% | $9,132-33.3% | $4,348+40.2% |
| Admin fee / account holder | $1,199 | $1,252-4.2% | $13,914-91.4% | $1,944-38.3% |