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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 | $17,989 | $85,766-79.0% | $136,298-86.8% | $70,126-74.3% |
| Participation rate | 53.7% | 74.2%-20.4pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 26.85% | 31.46%-4.6pp | 5156.27%-5129.4pp | 73.15%-46.3pp |
| Employer contribution / active EE | $561 | $2,966-81.1% | $4,696-88.1% | $2,343-76.1% |
| Participant deferral / active EE | $2,210 | $5,051-56.2% | $6,247-64.6% | $3,332-33.7% |
| Admin fee / account holder | $862 | $5,421-84.1% | $9,244-90.7% | $4,645-81.4% |