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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 | $21,711 | $85,766-74.7% | $136,298-84.1% | $70,126-69.0% |
| Participation rate | 10.0% | 74.2%-64.2pp | 81.9%-71.9pp | 69.5%-59.5pp |
| Annual return | 18.78% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,824 | $2,966-38.5% | $4,696-61.2% | $2,343-22.2% |
| Participant deferral / active EE | $3,009 | $5,051-40.4% | $6,247-51.8% | $3,332-9.7% |
| Admin fee / account holder | $5,227 | $5,421-3.6% | $9,244-43.5% | $4,645+12.5% |