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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 | $15,817 | $85,766-81.6% | $136,297-88.4% | $70,131-77.4% |
| Participation rate | 65.0% | 74.2%-9.2pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 21.15% | 31.45%-10.3pp | 5156.16%-5135.0pp | 73.14%-52.0pp |
| Employer contribution / active EE | $991 | $2,966-66.6% | $4,696-78.9% | $2,342-57.7% |
| Participant deferral / active EE | $2,568 | $5,051-49.2% | $6,247-58.9% | $3,332-22.9% |
| Admin fee / account holder | $2,176 | $5,420-59.9% | $9,244-76.5% | $4,645-53.2% |