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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 | $12,373 | $60,504-79.5% | $81,882-84.9% | $74,478-83.4% |
| Participation rate | 41.4% | 62.9%-21.6pp | 72.4%-31.0pp | 67.2%-25.9pp |
| Annual return | 12.59% | 16.91%-4.3pp | 779.47%-766.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $797 | $2,627-69.7% | $2,916-72.7% | $2,626-69.7% |
| Participant deferral / active EE | $1,070 | $3,400-68.5% | $4,323-75.3% | $4,350-75.4% |
| Admin fee / account holder | $1,369 | $1,492-8.2% | $7,360-81.4% | $1,946-29.6% |