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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 | $21,460 | $85,766-75.0% | $136,298-84.3% | $70,126-69.4% |
| Participation rate | 69.1% | 74.2%-5.0pp | 81.9%-12.8pp | 69.5%-0.4pp |
| Annual return | 20.72% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $1,903 | $2,966-35.8% | $4,696-59.5% | $2,343-18.8% |
| Participant deferral / active EE | $4,322 | $5,051-14.4% | $6,247-30.8% | $3,332+29.7% |
| Admin fee / account holder | $510 | $5,421-90.6% | $9,244-94.5% | $4,645-89.0% |