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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 | $17,637 | $80,753-78.2% | $136,298-87.1% | $62,293-71.7% |
| Participation rate | 48.6% | 73.5%-24.9pp | 81.9%-33.3pp | 69.5%-20.9pp |
| Annual return | 32.24% | 35.83%-3.6pp | 5156.27%-5124.0pp | 28.90%+3.3pp |
| Employer contribution / active EE | $1,110 | $2,884-61.5% | $4,696-76.4% | $2,042-45.6% |
| Participant deferral / active EE | $4,257 | $5,164-17.6% | $6,247-31.9% | $3,169+34.3% |
| Admin fee / account holder | $564 | $525+7.4% | $9,244-93.9% | $479+17.7% |