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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 | $25,356 | $101,539-75.0% | $147,041-82.8% | $74,400-65.9% |
| Participation rate | 45.3% | 75.5%-30.3pp | 82.2%-36.9pp | 67.2%-21.9pp |
| Annual return | 20.13% | 8740.84%-8720.7pp | 419.21%-399.1pp | 1367.51%-1347.4pp |
| Employer contribution / active EE | $1,228 | $3,811-67.8% | $4,935-75.1% | $2,624-53.2% |
| Participant deferral / active EE | $3,481 | $7,304-52.3% | $8,071-56.9% | $4,348-20.0% |
| Admin fee / account holder | $5,306 | $1,749+203.3% | $13,006-59.2% | $1,944+173.0% |