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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 | $11,480 | $65,555-82.5% | $86,216-86.7% | $75,173-84.7% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.1pp |
| Annual return | 24.76% | 46.07%-21.3pp | 1169.42%-1144.7pp | 160.72%-136.0pp |
| Employer contribution / active EE | $560 | $1,553-63.9% | $2,382-76.5% | $2,671-79.0% |
| Participant deferral / active EE | $1,455 | $3,023-51.9% | $3,986-63.5% | $4,126-64.7% |
| Admin fee / account holder | $1,976 | $5,469-63.9% | $6,853-71.2% | $5,651-65.0% |