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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 | $18,527 | $85,766-78.4% | $136,298-86.4% | $70,126-73.6% |
| Participation rate | 45.7% | 74.2%-28.4pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 21.79% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $1,723 | $2,966-41.9% | $4,696-63.3% | $2,343-26.4% |
| Participant deferral / active EE | $2,478 | $5,051-51.0% | $6,247-60.3% | $3,332-25.6% |
| Admin fee / account holder | $1,103 | $5,421-79.6% | $9,244-88.1% | $4,645-76.2% |