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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 | $9,913 | $73,518-86.5% | $63,005-84.3% | $147,585-93.3% |
| Participation rate | 47.4% | 77.9%-30.5pp | 74.8%-27.4pp | 82.8%-35.5pp |
| Annual return | 16.54% | 175.46%-158.9pp | 87.59%-71.1pp | 578.58%-562.0pp |
| Employer contribution / active EE | $542 | $3,322-83.7% | $2,760-80.4% | $4,876-88.9% |
| Participant deferral / active EE | $1,330 | $4,183-68.2% | $3,329-60.0% | $5,439-75.5% |
| Admin fee / account holder | $482 | $5,952-91.9% | $3,599-86.6% | $10,886-95.6% |