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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 | $12,113 | $55,446-78.2% | $155,574-92.2% | $74,429-83.7% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 13.20% | 269.20%-256.0pp | 64.87%-51.7pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $385 | $2,266-83.0% | $4,676-91.8% | $2,625-85.3% |
| Participant deferral / active EE | $1,110 | $2,836-60.9% | $5,629-80.3% | $4,348-74.5% |
| Admin fee / account holder | $1,221 | $1,743-30.0% | $15,914-92.3% | $1,944-37.2% |