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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 | $22,710 | $155,833-85.4% | $124,693-81.8% | $167,536-86.4% |
| Participation rate | 61.9% | 81.1%-19.2pp | 74.6%-12.7pp | 82.1%-20.2pp |
| Annual return | 12.42% | 17.98%-5.6pp | 5144.19%-5131.8pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,141 | $4,164-72.6% | $3,324-65.7% | $4,839-76.4% |
| Participant deferral / active EE | $1,695 | $5,675-70.1% | $4,615-63.3% | $6,342-73.3% |
| Admin fee / account holder | $30,847 | $9,534+223.6% | $7,494+311.6% | $12,315+150.5% |