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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 | $20,342 | $85,766-76.3% | $136,298-85.1% | $70,126-71.0% |
| Participation rate | 39.5% | 74.2%-34.7pp | 81.9%-42.4pp | 69.5%-30.1pp |
| Annual return | 14.54% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,134 | $2,966-61.8% | $4,696-75.9% | $2,343-51.6% |
| Participant deferral / active EE | $2,834 | $5,051-43.9% | $6,247-54.6% | $3,332-14.9% |
| Admin fee / account holder | $3,549 | $5,421-34.5% | $9,244-61.6% | $4,645-23.6% |