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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 | $19,602 | $85,766-77.1% | $136,298-85.6% | $70,126-72.0% |
| Participation rate | 45.2% | 74.2%-29.0pp | 81.9%-36.8pp | 69.5%-24.4pp |
| Annual return | 18.31% | 31.46%-13.1pp | 5156.27%-5138.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $1,753 | $2,966-40.9% | $4,696-62.7% | $2,343-25.1% |
| Participant deferral / active EE | $2,695 | $5,051-46.6% | $6,247-56.9% | $3,332-19.1% |
| Admin fee / account holder | $8,433 | $5,421+55.6% | $9,244-8.8% | $4,645+81.5% |