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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 | $23,964 | $59,448-59.7% | $93,696-74.4% | $74,459-67.8% |
| Participation rate | 47.9% | 59.6%-11.7pp | 68.7%-20.8pp | 67.2%-19.3pp |
| Annual return | 12.76% | 82.11%-69.4pp | 133.74%-121.0pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $751 | $1,266-40.7% | $2,422-69.0% | $2,626-71.4% |
| Participant deferral / active EE | $2,083 | $3,052-31.7% | $4,417-52.8% | $4,350-52.1% |
| Admin fee / account holder | $1,542 | $3,027-49.1% | $8,287-81.4% | $1,945-20.7% |