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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 | $19,548 | $85,766-77.2% | $136,298-85.7% | $70,126-72.1% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 25.70% | 31.46%-5.8pp | 5156.27%-5130.6pp | 73.15%-47.4pp |
| Employer contribution / active EE | $1,352 | $2,966-54.4% | $4,696-71.2% | $2,343-42.3% |
| Participant deferral / active EE | $4,422 | $5,051-12.5% | $6,247-29.2% | $3,332+32.7% |
| Admin fee / account holder | $4,211 | $5,421-22.3% | $9,244-54.4% | $4,645-9.3% |