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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 | $20,224 | $99,079-79.6% | $78,002-74.1% | $273,972-92.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | 12.07% | 217.93%-205.9pp | 425.99%-413.9pp | 41.46%-29.4pp |
| Employer contribution / active EE | $2,497 | $3,308-24.5% | $2,470+1.1% | $4,869-48.7% |
| Participant deferral / active EE | $3,009 | $4,306-30.1% | $3,497-14.0% | $5,287-43.1% |
| Admin fee / account holder | $319 | $8,954-96.4% | $5,481-94.2% | $10,133-96.9% |