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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 | $34,230 | $100,060-65.8% | $149,721-77.1% | $70,126-51.2% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 51.84% | 27.46%+24.4pp | 1501.67%-1449.8pp | 73.15%-21.3pp |
| Employer contribution / active EE | $2,077 | $3,661-43.3% | $5,444-61.9% | $2,343-11.3% |
| Participant deferral / active EE | $4,528 | $4,982-9.1% | $6,568-31.1% | $3,332+35.9% |
| Admin fee / account holder | $655 | $8,285-92.1% | $11,282-94.2% | $4,645-85.9% |