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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 | $18,589 | $155,840-88.1% | $124,694-85.1% | $167,553-88.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 74.6%-5.4pp | 82.1%-12.9pp |
| Annual return | 19.51% | 17.98%+1.5pp | 5144.82%-5125.3pp | 478.89%-459.4pp |
| Employer contribution / active EE | $1,234 | $4,165-70.4% | $3,325-62.9% | $4,840-74.5% |
| Participant deferral / active EE | $2,958 | $5,675-47.9% | $4,615-35.9% | $6,343-53.4% |
| Admin fee / account holder | $2,046 | $9,536-78.5% | $7,495-72.7% | $12,316-83.4% |