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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 | $22,672 | $102,382-77.9% | $147,005-84.6% | $80,874-72.0% |
| Participation rate | 45.2% | 75.8%-30.7pp | 82.2%-37.0pp | 67.6%-22.5pp |
| Annual return | 22.16% | 134.89%-112.7pp | 418.76%-396.6pp | 35.62%-13.5pp |
| Employer contribution / active EE | $1,032 | $3,715-72.2% | $4,934-79.1% | $2,756-62.6% |
| Participant deferral / active EE | $2,921 | $6,646-56.0% | $8,070-63.8% | $4,297-32.0% |
| Admin fee / account holder | $829 | $7,942-89.6% | $13,006-93.6% | $6,935-88.1% |