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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 | $20,703 | $85,766-75.9% | $136,298-84.8% | $70,126-70.5% |
| Participation rate | 51.4% | 74.2%-22.8pp | 81.9%-30.6pp | 69.5%-18.2pp |
| Annual return | 21.32% | 31.46%-10.1pp | 5156.27%-5134.9pp | 73.15%-51.8pp |
| Employer contribution / active EE | $991 | $2,966-66.6% | $4,696-78.9% | $2,343-57.7% |
| Participant deferral / active EE | $2,501 | $5,051-50.5% | $6,247-60.0% | $3,332-24.9% |
| Admin fee / account holder | $3,343 | $5,421-38.3% | $9,244-63.8% | $4,645-28.0% |