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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 | $19,632 | $74,661-73.7% | $160,784-87.8% | $67,986-71.1% |
| Participation rate | 45.5% | 57.1%-11.7pp | 77.0%-31.5pp | 57.2%-11.8pp |
| Annual return | 20.89% | 28.83%-7.9pp | 1803.92%-1783.0pp | 31.67%-10.8pp |
| Employer contribution / active EE | $458 | $1,829-75.0% | $3,733-87.7% | $2,019-77.3% |
| Participant deferral / active EE | $2,062 | $3,681-44.0% | $6,293-67.2% | $3,358-38.6% |
| Admin fee / account holder | $2,841 | $3,959-28.2% | $9,717-70.8% | $3,203-11.3% |