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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 | $20,149 | $80,753-75.0% | $136,298-85.2% | $62,293-67.7% |
| Participation rate | 32.7% | 73.5%-40.8pp | 81.9%-49.2pp | 69.5%-36.8pp |
| Annual return | 23.25% | 35.83%-12.6pp | 5156.27%-5133.0pp | 28.90%-5.6pp |
| Employer contribution / active EE | $572 | $2,884-80.2% | $4,696-87.8% | $2,042-72.0% |
| Participant deferral / active EE | $3,014 | $5,164-41.6% | $6,247-51.8% | $3,169-4.9% |
| Admin fee / account holder | $2,336 | $525+344.6% | $9,244-74.7% | $479+387.3% |