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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 | $12,841 | $60,305-78.7% | $81,780-84.3% | $74,400-82.7% |
| Participation rate | 30.7% | 62.9%-32.2pp | 72.4%-41.6pp | 67.2%-36.5pp |
| Annual return | 13.95% | 16.89%-2.9pp | 776.27%-762.3pp | 1367.51%-1353.6pp |
| Employer contribution / active EE | $886 | $2,623-66.2% | $2,914-69.6% | $2,624-66.3% |
| Participant deferral / active EE | $1,573 | $3,390-53.6% | $4,321-63.6% | $4,348-63.8% |
| Admin fee / account holder | $3,799 | $1,484+155.9% | $7,384-48.6% | $1,944+95.5% |