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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 | $22,949 | $85,766-73.2% | $136,298-83.2% | $70,126-67.3% |
| Participation rate | 30.0% | 74.2%-44.2pp | 81.9%-51.9pp | 69.5%-39.5pp |
| Annual return | 25.29% | 31.46%-6.2pp | 5156.27%-5131.0pp | 73.15%-47.9pp |
| Employer contribution / active EE | $1,460 | $2,966-50.8% | $4,696-68.9% | $2,343-37.7% |
| Participant deferral / active EE | $3,395 | $5,051-32.8% | $6,247-45.7% | $3,332+1.9% |
| Admin fee / account holder | $8,264 | $5,421+52.5% | $9,244-10.6% | $4,645+77.9% |