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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 | $21,768 | $85,766-74.6% | $136,298-84.0% | $70,126-69.0% |
| Participation rate | 39.7% | 74.2%-34.4pp | 81.9%-42.2pp | 69.5%-29.8pp |
| Annual return | 26.58% | 31.46%-4.9pp | 5156.27%-5129.7pp | 73.15%-46.6pp |
| Employer contribution / active EE | $1,024 | $2,966-65.5% | $4,696-78.2% | $2,343-56.3% |
| Participant deferral / active EE | $3,419 | $5,051-32.3% | $6,247-45.3% | $3,332+2.6% |
| Admin fee / account holder | $1,807 | $5,421-66.7% | $9,244-80.4% | $4,645-61.1% |