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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 | $18,438 | $85,766-78.5% | $136,298-86.5% | $70,126-73.7% |
| Participation rate | 28.0% | 74.2%-46.2pp | 81.9%-53.9pp | 69.5%-41.5pp |
| Annual return | 17.87% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,010 | $2,966-66.0% | $4,696-78.5% | $2,343-56.9% |
| Participant deferral / active EE | $2,546 | $5,051-49.6% | $6,247-59.2% | $3,332-23.6% |
| Admin fee / account holder | $1,205 | $5,421-77.8% | $9,244-87.0% | $4,645-74.1% |