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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 | $18,586 | $71,208-73.9% | $93,681-80.2% | $80,911-77.0% |
| Participation rate | 55.6% | 60.4%-4.8pp | 68.7%-13.2pp | 67.6%-12.1pp |
| Annual return | 12.21% | 11.27%+0.9pp | 133.47%-121.3pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,063 | $1,564-32.0% | $2,422-56.1% | $2,756-61.4% |
| Participant deferral / active EE | $2,716 | $4,035-32.7% | $4,415-38.5% | $4,297-36.8% |
| Admin fee / account holder | $37,392 | $6,951+438.0% | $8,290+351.1% | $6,935+439.2% |