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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 | $10,475 | $45,152-76.8% | $73,836-85.8% | $59,633-82.4% |
| Participation rate | 50.6% | 64.0%-13.4pp | 73.4%-22.8pp | 68.7%-18.1pp |
| Annual return | 5.94% | 27.40%-21.5pp | 2268.06%-2262.1pp | 2041.45%-2035.5pp |
| Employer contribution / active EE | $717 | $1,901-62.3% | $2,787-74.3% | $2,203-67.5% |
| Participant deferral / active EE | $1,278 | $2,573-50.3% | $3,583-64.3% | $3,192-60.0% |
| Admin fee / account holder | $2,618 | $3,515-25.5% | $4,882-46.4% | $4,297-39.1% |