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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 | $54,690-81.4% | $76,030-86.6% | $74,478-86.3% |
| Participation rate | 41.3% | 60.3%-19.0pp | 69.1%-27.7pp | 67.2%-25.9pp |
| Annual return | 12.01% | 31.92%-19.9pp | 361.54%-349.5pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $883 | $1,781-50.4% | $2,688-67.1% | $2,626-66.4% |
| Participant deferral / active EE | $1,349 | $3,070-56.0% | $4,257-68.3% | $4,350-69.0% |
| Admin fee / account holder | $489 | $2,240-78.2% | $6,421-92.4% | $1,946-74.9% |