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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 | $23,133 | $85,766-73.0% | $136,298-83.0% | $70,126-67.0% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 16.33% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,635 | $2,966-44.9% | $4,696-65.2% | $2,343-30.2% |
| Participant deferral / active EE | $3,631 | $5,051-28.1% | $6,247-41.9% | $3,332+9.0% |
| Admin fee / account holder | $1,885 | $5,421-65.2% | $9,244-79.6% | $4,645-59.4% |