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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 | $26,802 | $101,653-73.6% | $147,080-81.8% | $74,459-64.0% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.2%-34.1pp | 67.2%-19.1pp |
| Annual return | 18.50% | 8754.98%-8736.5pp | 420.17%-401.7pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $1,402 | $3,813-63.2% | $4,933-71.6% | $2,626-46.6% |
| Participant deferral / active EE | $3,156 | $7,304-56.8% | $8,066-60.9% | $4,350-27.4% |
| Admin fee / account holder | $1,676 | $1,752-4.3% | $12,989-87.1% | $1,945-13.8% |