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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 | $24,584 | $59,448-58.6% | $93,696-73.8% | $74,459-67.0% |
| Participation rate | 47.9% | 59.6%-11.7pp | 68.7%-20.8pp | 67.2%-19.3pp |
| Annual return | 22.20% | 82.11%-59.9pp | 133.74%-111.5pp | 1369.70%-1347.5pp |
| Employer contribution / active EE | $1,499 | $1,266+18.4% | $2,422-38.1% | $2,626-42.9% |
| Participant deferral / active EE | $2,491 | $3,052-18.4% | $4,417-43.6% | $4,350-42.7% |
| Admin fee / account holder | $1,910 | $3,027-36.9% | $8,287-77.0% | $1,945-1.8% |