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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 | $19,419 | $85,766-77.4% | $136,297-85.8% | $70,124-72.3% |
| Participation rate | 29.3% | 74.2%-44.8pp | 81.9%-52.6pp | 69.5%-40.2pp |
| Annual return | 43.35% | 31.45%+11.9pp | 5156.19%-5112.8pp | 73.14%-29.8pp |
| Employer contribution / active EE | $1,040 | $2,966-64.9% | $4,696-77.9% | $2,342-55.6% |
| Participant deferral / active EE | $3,413 | $5,051-32.4% | $6,247-45.4% | $3,332+2.4% |
| Admin fee / account holder | $3,913 | $5,420-27.8% | $9,244-57.7% | $4,645-15.8% |