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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 | $10,670 | $234,190-95.4% | $180,320-94.1% | $198,609-94.6% |
| Participation rate | 37.5% | 77.1%-39.6pp | 71.5%-34.0pp | 82.4%-44.9pp |
| Annual return | 12.50% | 1057.44%-1044.9pp | 778.54%-766.0pp | 202.70%-190.2pp |
| Employer contribution / active EE | $617 | $5,258-88.3% | $4,108-85.0% | $5,055-87.8% |
| Participant deferral / active EE | $1,254 | $4,988-74.9% | $4,304-70.9% | $6,977-82.0% |
| Admin fee / account holder | $1,059 | $12,558-91.6% | $10,000-89.4% | $19,030-94.4% |