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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 | $17,826 | $85,766-79.2% | $136,298-86.9% | $70,126-74.6% |
| Participation rate | 23.1% | 74.2%-51.1pp | 81.9%-58.8pp | 69.5%-46.5pp |
| Annual return | 17.89% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $752 | $2,966-74.6% | $4,696-84.0% | $2,343-67.9% |
| Participant deferral / active EE | $5,075 | $5,051+0.5% | $6,247-18.8% | $3,332+52.3% |
| Admin fee / account holder | $2,583 | $5,421-52.3% | $9,244-72.1% | $4,645-44.4% |