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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 | $9,037 | $48,570-81.4% | $130,660-93.1% | $72,975-87.6% |
| Participation rate | 52.3% | 58.6%-6.3pp | 71.7%-19.5pp | 69.5%-17.2pp |
| Annual return | 36.25% | 38.63%-2.4pp | 1709.29%-1673.0pp | 81.01%-44.8pp |
| Employer contribution / active EE | $727 | $1,334-45.5% | $4,092-82.2% | $2,440-70.2% |
| Participant deferral / active EE | $1,033 | $2,384-56.7% | $3,603-71.3% | $3,608-71.4% |
| Admin fee / account holder | $453 | $3,549-87.2% | $5,463-91.7% | $5,124-91.2% |