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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 | $19,067 | $85,766-77.8% | $136,298-86.0% | $70,126-72.8% |
| Participation rate | 34.6% | 74.2%-39.5pp | 81.9%-47.3pp | 69.5%-34.9pp |
| Annual return | 24.58% | 31.46%-6.9pp | 5156.27%-5131.7pp | 73.15%-48.6pp |
| Employer contribution / active EE | $1,140 | $2,966-61.6% | $4,696-75.7% | $2,343-51.4% |
| Participant deferral / active EE | $3,972 | $5,051-21.4% | $6,247-36.4% | $3,332+19.2% |
| Admin fee / account holder | $502 | $5,421-90.7% | $9,244-94.6% | $4,645-89.2% |