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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 | $18,923 | $58,726-67.8% | $142,898-86.8% | $85,847-78.0% |
| Participation rate | 57.5% | 58.5%-1.0pp | 72.0%-14.5pp | 69.3%-11.8pp |
| Annual return | 16.64% | 27.73%-11.1pp | 5639.64%-5623.0pp | 318.61%-302.0pp |
| Employer contribution / active EE | $936 | $1,424-34.2% | $4,146-77.4% | $2,565-63.5% |
| Participant deferral / active EE | $1,048 | $2,609-59.8% | $3,838-72.7% | $3,952-73.5% |
| Admin fee / account holder | $2,652 | $4,234-37.4% | $6,560-59.6% | $6,261-57.6% |