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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 | $19,375 | $176,794-89.0% | $146,647-86.8% | $167,553-88.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 12.89% | 24.04%-11.1pp | 22.75%-9.9pp | 478.89%-466.0pp |
| Employer contribution / active EE | $1,355 | $5,161-73.8% | $4,137-67.3% | $4,840-72.0% |
| Participant deferral / active EE | $2,431 | $6,440-62.3% | $5,506-55.9% | $6,343-61.7% |
| Admin fee / account holder | $1,897 | $13,262-85.7% | $10,281-81.5% | $12,316-84.6% |