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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 | $14,405 | $85,766-83.2% | $136,298-89.4% | $70,126-79.5% |
| Participation rate | 44.4% | 74.2%-29.7pp | 81.9%-37.5pp | 69.5%-25.1pp |
| Annual return | 29.43% | 31.46%-2.0pp | 5156.27%-5126.8pp | 73.15%-43.7pp |
| Employer contribution / active EE | $513 | $2,966-82.7% | $4,696-89.1% | $2,343-78.1% |
| Participant deferral / active EE | $3,214 | $5,051-36.4% | $6,247-48.5% | $3,332-3.5% |
| Admin fee / account holder | $475 | $5,421-91.2% | $9,244-94.9% | $4,645-89.8% |