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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 | $22,169 | $85,766-74.2% | $136,298-83.7% | $70,126-68.4% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 21.36% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,892 | $2,966-36.2% | $4,696-59.7% | $2,343-19.2% |
| Participant deferral / active EE | $3,645 | $5,051-27.8% | $6,247-41.6% | $3,332+9.4% |
| Admin fee / account holder | $465 | $5,421-91.4% | $9,244-95.0% | $4,645-90.0% |