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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 | $20,160 | $85,766-76.5% | $136,298-85.2% | $70,126-71.3% |
| Participation rate | 40.7% | 74.2%-33.4pp | 81.9%-41.2pp | 69.5%-28.8pp |
| Annual return | 30.87% | 31.46%-0.6pp | 5156.27%-5125.4pp | 73.15%-42.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,034 | $5,051-20.1% | $6,247-35.4% | $3,332+21.1% |
| Admin fee / account holder | $799 | $5,421-85.3% | $9,244-91.4% | $4,645-82.8% |