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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 | $22,267 | $85,766-74.0% | $136,298-83.7% | $70,126-68.2% |
| Participation rate | 44.2% | 74.2%-30.0pp | 81.9%-37.7pp | 69.5%-25.4pp |
| Annual return | 26.56% | 31.46%-4.9pp | 5156.27%-5129.7pp | 73.15%-46.6pp |
| Employer contribution / active EE | $1,164 | $2,966-60.7% | $4,696-75.2% | $2,343-50.3% |
| Participant deferral / active EE | $2,495 | $5,051-50.6% | $6,247-60.1% | $3,332-25.1% |
| Admin fee / account holder | $635 | $5,421-88.3% | $9,244-93.1% | $4,645-86.3% |