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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 | $16,667 | $82,630-79.8% | $64,105-74.0% | $125,389-86.7% |
| Participation rate | 35.7% | 75.9%-40.1pp | 68.2%-32.5pp | 83.2%-47.5pp |
| Annual return | 0.33% | 1489.72%-1489.4pp | 791.24%-790.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $830 | $2,671-68.9% | $1,820-54.4% | $4,866-82.9% |
| Participant deferral / active EE | $5,302 | $3,608+46.9% | $2,822+87.9% | $5,352-0.9% |
| Admin fee / account holder | $1,341 | $6,382-79.0% | $4,499-70.2% | $9,541-85.9% |