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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 | $12,312 | $48,570-74.7% | $130,660-90.6% | $72,975-83.1% |
| Participation rate | 33.3% | 58.6%-25.2pp | 71.7%-38.4pp | 69.5%-36.2pp |
| Annual return | 24.00% | 38.63%-14.6pp | 1709.29%-1685.3pp | 81.01%-57.0pp |
| Employer contribution / active EE | $717 | $1,334-46.3% | $4,092-82.5% | $2,440-70.6% |
| Participant deferral / active EE | $1,037 | $2,384-56.5% | $3,603-71.2% | $3,608-71.3% |
| Admin fee / account holder | $440 | $3,549-87.6% | $5,463-91.9% | $5,124-91.4% |