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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 | $18,234 | $58,726-68.9% | $142,898-87.2% | $85,851-78.8% |
| Participation rate | 55.4% | 58.5%-3.1pp | 72.0%-16.5pp | 69.3%-13.9pp |
| Annual return | 20.45% | 27.73%-7.3pp | 5639.64%-5619.2pp | 318.63%-298.2pp |
| Employer contribution / active EE | $713 | $1,424-49.9% | $4,146-82.8% | $2,565-72.2% |
| Participant deferral / active EE | $1,984 | $2,609-23.9% | $3,838-48.3% | $3,952-49.8% |
| Admin fee / account holder | $3,200 | $4,234-24.4% | $6,560-51.2% | $6,261-48.9% |