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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 | $16,489 | $80,753-79.6% | $136,298-87.9% | $62,293-73.5% |
| Participation rate | 62.4% | 73.5%-11.2pp | 81.9%-19.5pp | 69.5%-7.1pp |
| Annual return | 19.11% | 35.83%-16.7pp | 5156.27%-5137.2pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,001 | $2,884-65.3% | $4,696-78.7% | $2,042-51.0% |
| Participant deferral / active EE | $2,420 | $5,164-53.1% | $6,247-61.3% | $3,169-23.6% |
| Admin fee / account holder | $3,324 | $525+532.6% | $9,244-64.0% | $479+593.4% |