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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 | $24,645 | $62,409-60.5% | $120,574-79.6% | $74,459-66.9% |
| Participation rate | 17.6% | 56.8%-39.1pp | 71.9%-54.3pp | 67.2%-49.6pp |
| Annual return | 15.50% | 18.62%-3.1pp | 107.42%-91.9pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $710 | $1,847-61.6% | $3,471-79.5% | $2,626-73.0% |
| Participant deferral / active EE | $1,112 | $2,888-61.5% | $4,996-77.7% | $4,350-74.4% |
| Admin fee / account holder | $670 | $2,394-72.0% | $9,445-92.9% | $1,945-65.5% |