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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 | $10,192 | $54,674-81.4% | $76,089-86.6% | $74,429-86.3% |
| Participation rate | 41.3% | 60.3%-19.0pp | 69.1%-27.7pp | 67.2%-25.9pp |
| Annual return | 12.01% | 31.89%-19.9pp | 360.94%-348.9pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $883 | $1,781-50.4% | $2,690-67.2% | $2,625-66.3% |
| Participant deferral / active EE | $1,349 | $3,071-56.1% | $4,259-68.3% | $4,348-69.0% |
| Admin fee / account holder | $489 | $2,238-78.1% | $6,418-92.4% | $1,944-74.8% |