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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 | $19,854 | $85,766-76.9% | $136,298-85.4% | $70,126-71.7% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 15.94% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $516 | $2,966-82.6% | $4,696-89.0% | $2,343-78.0% |
| Participant deferral / active EE | $4,305 | $5,051-14.8% | $6,247-31.1% | $3,332+29.2% |
| Admin fee / account holder | $1,499 | $5,421-72.3% | $9,244-83.8% | $4,645-67.7% |