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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 | $10,196 | $55,446-81.6% | $155,574-93.4% | $74,429-86.3% |
| Participation rate | 40.4% | 61.9%-21.5pp | 78.2%-37.8pp | 67.2%-26.8pp |
| Annual return | 12.60% | 269.20%-256.6pp | 64.87%-52.3pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $885 | $2,266-60.9% | $4,676-81.1% | $2,625-66.3% |
| Participant deferral / active EE | $1,547 | $2,836-45.5% | $5,629-72.5% | $4,348-64.4% |
| Admin fee / account holder | $1,448 | $1,743-16.9% | $15,914-90.9% | $1,944-25.5% |