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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 | $55,446-77.2% | $155,574-91.9% | $74,429-83.0% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 64.13% | 269.20%-205.1pp | 64.87%-0.7pp | 1368.38%-1304.3pp |
| Employer contribution / active EE | $642 | $2,266-71.7% | $4,676-86.3% | $2,625-75.5% |
| Participant deferral / active EE | $1,030 | $2,836-63.7% | $5,629-81.7% | $4,348-76.3% |
| Admin fee / account holder | $326 | $1,743-81.3% | $15,914-98.0% | $1,944-83.2% |