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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 | $11,619 | $60,128-80.7% | $90,440-87.2% | $79,852-85.4% |
| Participation rate | 31.7% | 65.0%-33.3pp | 72.7%-41.0pp | 69.6%-37.9pp |
| Annual return | 28.06% | 71.95%-43.9pp | 1294.38%-1266.3pp | 31.72%-3.7pp |
| Employer contribution / active EE | $254 | $2,068-87.7% | $3,263-92.2% | $2,471-89.7% |
| Participant deferral / active EE | $817 | $2,939-72.2% | $3,964-79.4% | $3,740-78.2% |
| Admin fee / account holder | $2,314 | $3,977-41.8% | $5,615-58.8% | $5,306-56.4% |