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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 | $59,456-58.7% | $93,669-73.8% | $74,429-67.0% |
| Participation rate | 47.9% | 59.6%-11.8pp | 68.7%-20.8pp | 67.2%-19.3pp |
| Annual return | 22.20% | 82.00%-59.8pp | 133.59%-111.4pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $1,499 | $1,266+18.4% | $2,424-38.1% | $2,625-42.9% |
| Participant deferral / active EE | $2,491 | $3,052-18.4% | $4,416-43.6% | $4,348-42.7% |
| Admin fee / account holder | $1,910 | $3,026-36.9% | $8,291-77.0% | $1,944-1.8% |