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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 | $12,626 | $55,470-77.2% | $155,556-91.9% | $74,478-83.0% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 64.13% | 269.80%-205.7pp | 64.84%-0.7pp | 1370.56%-1306.4pp |
| Employer contribution / active EE | $642 | $2,267-71.7% | $4,675-86.3% | $2,626-75.6% |
| Participant deferral / active EE | $1,030 | $2,838-63.7% | $5,631-81.7% | $4,350-76.3% |
| Admin fee / account holder | $326 | $1,744-81.3% | $15,885-97.9% | $1,946-83.2% |