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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 | $20,118 | $85,766-76.5% | $136,298-85.2% | $70,126-71.3% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 20.91% | 31.46%-10.5pp | 5156.27%-5135.4pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,466 | $2,966-50.6% | $4,696-68.8% | $2,343-37.4% |
| Participant deferral / active EE | $3,230 | $5,051-36.1% | $6,247-48.3% | $3,332-3.1% |
| Admin fee / account holder | $952 | $5,421-82.4% | $9,244-89.7% | $4,645-79.5% |