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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 | $15,327 | $85,766-82.1% | $136,298-88.8% | $70,126-78.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 17.53% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,273 | $2,966-57.1% | $4,696-72.9% | $2,343-45.6% |
| Participant deferral / active EE | $2,461 | $5,051-51.3% | $6,247-60.6% | $3,332-26.2% |
| Admin fee / account holder | $1,074 | $5,421-80.2% | $9,244-88.4% | $4,645-76.9% |