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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 | $10,792 | $65,423-83.5% | $98,477-89.0% | $85,856-87.4% |
| Participation rate | 60.6% | 65.0%-4.4pp | 73.3%-12.7pp | 69.3%-8.7pp |
| Annual return | 15.54% | 21.76%-6.2pp | 1493.59%-1478.0pp | 318.58%-303.0pp |
| Employer contribution / active EE | $943 | $2,168-56.5% | $2,961-68.2% | $2,565-63.2% |
| Participant deferral / active EE | $1,840 | $3,167-41.9% | $4,276-57.0% | $3,952-53.4% |
| Admin fee / account holder | $575 | $4,594-87.5% | $5,951-90.3% | $6,261-90.8% |