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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 | $101,653-75.1% | $147,080-82.8% | $74,459-65.9% |
| Participation rate | 45.3% | 75.6%-30.3pp | 82.2%-36.9pp | 67.2%-22.0pp |
| Annual return | 20.13% | 8754.98%-8734.8pp | 420.17%-400.0pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $1,228 | $3,813-67.8% | $4,933-75.1% | $2,626-53.2% |
| Participant deferral / active EE | $3,481 | $7,304-52.3% | $8,066-56.8% | $4,350-20.0% |
| Admin fee / account holder | $5,306 | $1,752+202.9% | $12,989-59.2% | $1,945+172.8% |