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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 | $21,806 | $155,833-86.0% | $124,693-82.5% | $167,518-87.0% |
| Participation rate | 62.5% | 81.1%-18.6pp | 74.6%-12.1pp | 82.1%-19.6pp |
| Annual return | 19.37% | 17.98%+1.4pp | 5144.19%-5124.8pp | 478.71%-459.3pp |
| Employer contribution / active EE | $1,119 | $4,164-73.1% | $3,324-66.3% | $4,838-76.9% |
| Participant deferral / active EE | $3,023 | $5,675-46.7% | $4,615-34.5% | $6,342-52.3% |
| Admin fee / account holder | $2,096 | $9,534-78.0% | $7,494-72.0% | $12,312-83.0% |